WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
SIVR holding history
abrdn Silver 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.
SIVR overviewAll 13F holders of SIVRFull Q4 2024 holdings
- Shares (Q4 2024)
- 4,084
- Value
- $112.6K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 4,084 | $112.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4,084 | $121.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,084 | $113.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 4,084 | $97.2K | <0.1% | +4,084 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −4,084−100.0% | Sold out | Holders |
| Q3 2023 | 4,084 | $86.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 4,084 | $89.2K | <0.1% | +84+2.1% | Added | Holders |
| Q1 2023 | 4,000 | $92.4K | <0.1% | +4,000 | New | Holders |