WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
VLTO holding history
Veralto Corp 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.
VLTO overviewAll 13F holders of VLTOFull Q4 2024 holdings
- Shares (Q4 2024)
- 9,471
- Value
- $964.6K
- % of portfolio
- 0.3%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 9,471 | $964.6K | 0.3% | −1,114−10.5% | Reduced | Holders |
| Q3 2024 | 10,585 | $1.18M | 0.3% | +289+2.8% | Added | Holders |
| Q2 2024 | 10,296 | $983.0K | 0.3% | +443+4.5% | Added | Holders |
| Q1 2024 | 9,853 | $873.6K | 0.3% | +629+6.8% | Added | Holders |
| Q4 2023 | 9,224 | $758.8K | 0.3% | +9,224 | New | Holders |