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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

USO holding history

United States Oil Fund, LP 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.

USO overviewAll 13F holders of USOFull Q4 2024 holdings

Shares (Q4 2024)
5,648
Value
$426.7K
% of portfolio
0.1%
Quarters held
12
Since Q1 2022
Holdings of USO by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20245,648$426.7K0.1%00.0%UnchangedHolders
Q3 20245,648$394.9K0.1%00.0%UnchangedHolders
Q2 20245,648$449.5K0.1%−625−10.0%ReducedHolders
Q1 20246,273$493.9K0.2%00.0%UnchangedHolders
Q4 20236,273$418.1K0.2%00.0%UnchangedHolders
Q3 20236,273$507.2K0.2%00.0%UnchangedHolders
Q2 20236,273$398.6K0.2%00.0%UnchangedHolders
Q1 20236,273$416.8K0.2%−900−12.5%ReducedHolders
Q4 20227,173$502.9K0.3%−871−10.8%ReducedHolders
Q3 20228,044$525.1K0.4%00.0%UnchangedHolders
Q2 20228,044$646.3K0.4%−350−4.2%ReducedHolders
Q1 20228,394$622.2K0.4%–No prior filingHolders