WR Wealth Planners, LLC

SEC CIK: 0002031978
Latest filing: Feb 5, 2025

SEC filings (opens in a new tab)

ESS holding history

Essex Property Trust, Inc. in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ESS overview All 13F holders of ESS Full Q4 2024 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2024

Holdings of ESS by WR Wealth Planners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−1−100.0%	Sold out	Holders
Q1 2024	1	$245	<0.1%	+1	New	Holders