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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

PALL holding history

abrdn Palladium ETF Trust 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.

PALL overviewAll 13F holders of PALLFull Q4 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2022
Holdings of PALL by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−55−100.0%Sold outHolders
Q1 202455$5.14K<0.1%+55NewHolders
Q4 20230$00.0%−55−100.0%Sold outHolders
Q3 202355$6.33K<0.1%00.0%UnchangedHolders
Q2 202355$6.26K<0.1%00.0%UnchangedHolders
Q1 202355$7.43K<0.1%00.0%UnchangedHolders
Q4 202255$9.08K<0.1%00.0%UnchangedHolders
Q3 202255$11.0K<0.1%00.0%UnchangedHolders
Q2 202255$9.82K<0.1%00.0%UnchangedHolders
Q1 202255$11.5K<0.1%–No prior filingHolders