WR Wealth Planners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$328M
Signature - Title
Carmen McClennon - CCO
Location
200 E. Southampton Drive, Suite 101, Columbia, MO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,140 $328M +$16.5M -$10.4M +$6.14M SPY, GBIL, COWZ, AVUS, AVDE 13F-HR 7/31/2024, 04:43 PM
Q1 2024 1,171 $322M +$83.4M -$48.4M +$34.9M SPY, COWZ, GBIL, AVUS, AVDE 13F-HR 7/31/2024, 03:00 PM
Q4 2023 184 $269M +$16.4M -$29.7M -$13.3M COWZ, SPY, GBIL, AVUS, AVDE 13F-HR 7/30/2024, 11:34 AM
Q3 2023 916 $263M +$20.5M -$7.91M +$12.6M COWZ, SPY, GBIL, AVDE, AVUS 13F-HR 8/1/2024, 01:43 PM
Q2 2023 900 $258M +$26.8M -$9.19M +$17.6M COWZ, SPY, AVDE, AVUS, GBIL 13F-HR 8/1/2024, 01:32 PM
Q1 2023 934 $231M $0 $0 COWZ, SPY, AVDE, AVUS, DIVO 13F-HR 8/1/2024, 01:24 PM