WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
SCD holding history
LMP Capital & 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.
SCD overviewAll 13F holders of SCDFull Q4 2024 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −800−100.0% | Sold out | Holders |
| Q2 2024 | 800 | $12.4K | <0.1% | −160−16.7% | Reduced | Holders |
| Q1 2024 | 960 | $15.0K | <0.1% | +960 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −1,065−100.0% | Sold out | Holders |
| Q3 2023 | 1,065 | $13.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,065 | $13.6K | <0.1% | −125−10.5% | Reduced | Holders |
| Q1 2023 | 1,190 | $14.5K | <0.1% | +1,190 | New | Holders |