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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

POWL holding history

Powell Industries 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.

POWL overviewAll 13F holders of POWLFull Q4 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2024
Holdings of POWL by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2−100.0%Sold outHolders
Q2 20242$287<0.1%00.0%UnchangedHolders
Q1 20242$285<0.1%+2NewHolders