Wr Wealth Planners, LLC
CIK Number: 0002031978
311.03M
Market Value
1,041
# of Holdings
7 months
Avg. Holding Period
35.73%
Win Rate
31.28%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 538.00 | -0.21% | 56.91K | +3.68% | 33.36M | 469.68 | 10.72% |
| 2 | GBIL | Goldman Sachs A... | 100.02 | +0.03% | 256.75K | -10.01% | 25.65M | 99.9 | 8.25% |
| 3 | COWZ | Pacer US Cash C... | 50.17 | -0.42% | 445.13K | +4.06% | 25.14M | 49.25 | 8.08% |
| 4 | AVDE | Avantis Interna... | 65.59 | +0.76% | 264.54K | +6.85% | 16.23M | 58.15 | 5.22% |
| 5 | AVUS | Avantis U.S. Eq... | 87.74 | -0.17% | 150.38K | +2.43% | 14.58M | 76.32 | 4.69% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
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- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.