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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

WRK holding history

WestRock Co 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.

WRK overviewAll 13F holders of WRKFull Q4 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2022
Holdings of WRK by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−424−100.0%Sold outHolders
Q2 2024424$21.3K<0.1%00.0%UnchangedHolders
Q1 2024424$21.0K<0.1%+424NewHolders
Q4 20230$00.0%−424−100.0%Sold outHolders
Q3 2023424$15.2K<0.1%00.0%UnchangedHolders
Q2 2023424$12.3K<0.1%00.0%UnchangedHolders
Q1 2023424$12.9K<0.1%00.0%UnchangedHolders
Q4 2022424$14.9K<0.1%00.0%UnchangedHolders
Q3 2022424$13.1K<0.1%00.0%UnchangedHolders
Q2 2022424$16.9K<0.1%00.0%UnchangedHolders
Q1 2022424$19.9K<0.1%–No prior filingHolders