WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
ICLR holding history
Icon PLC 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.
ICLR overviewAll 13F holders of ICLRFull Q4 2024 holdings
- Shares (Q4 2024)
- 2,206
- Value
- $462.6K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 2,206 | $462.6K | 0.1% | −253−10.3% | Reduced | Holders |
| Q3 2024 | 2,459 | $706.5K | 0.2% | +100+4.2% | Added | Holders |
| Q2 2024 | 2,359 | $739.5K | 0.2% | +105+4.7% | Added | Holders |
| Q1 2024 | 2,254 | $757.2K | 0.2% | +119+5.6% | Added | Holders |
| Q4 2023 | 2,135 | $604.4K | 0.2% | +272+14.6% | Added | Holders |
| Q3 2023 | 1,863 | $458.8K | 0.2% | +89+5.0% | Added | Holders |
| Q2 2023 | 1,774 | $443.9K | 0.2% | +69+4.0% | Added | Holders |
| Q1 2023 | 1,705 | $364.2K | 0.2% | +494+40.8% | Added | Holders |
| Q4 2022 | 1,211 | $235.2K | 0.1% | +502+70.8% | Added | Holders |
| Q3 2022 | 709 | $130.3K | 0.1% | +709 | New | Holders |