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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

EXE holding history

Expand Energy Corp 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.

EXE overviewAll 13F holders of EXEFull Q4 2024 holdings

Shares (Q4 2024)
33
Value
$3.29K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2023
Holdings of EXE by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202433$3.29K<0.1%+33NewHolders
Q2 20230$00.0%−79−100.0%Sold outHolders
Q1 202379$6.01K<0.1%+79NewHolders