WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
HIE holding history
Miller/Howard High Income Equity Fund 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.
HIE overviewAll 13F holders of HIEFull Q4 2024 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −2,000−100.0% | Sold out | Holders |
| Q3 2024 | 2,000 | $24.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 2,000 | $22.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 2,000 | $22.2K | <0.1% | +2,000 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −2,000−100.0% | Sold out | Holders |
| Q3 2023 | 2,000 | $19.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 2,000 | $20.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 2,000 | $20.1K | <0.1% | +2,000 | New | Holders |