WR Wealth Planners, LLC

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Carmen McClennon - CCO
Location
Columbia, MO
Holdings as of
31 Mar 2022
Value $
$167,928,173
Num holdings
518
Filing time
17 Oct 2024, 13:55:11 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included COWZ, SPY, AVUS, ESGU, and IAU.
Next filing
Q2 2022 - 17 Oct 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Carmen McClennon CCO Columbia, Missouri 17 Oct 2024