WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
LDP holding history
Cohen & Steers Ltd Duration Preferred & Income Fund, 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.
LDP overviewAll 13F holders of LDPFull Q4 2024 holdings
- Shares (Q4 2024)
- 4,000
- Value
- $80.8K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 4,000 | $80.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4,000 | $87.0K | <0.1% | −1,200−23.1% | Reduced | Holders |
| Q2 2024 | 5,200 | $103.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 5,200 | $104.4K | <0.1% | +5,200 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −5,200−100.0% | Sold out | Holders |
| Q3 2023 | 5,200 | $88.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 5,200 | $94.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 5,200 | $92.8K | <0.1% | +5,200 | New | Holders |