WR Wealth Planners’s Eaton ETN Stock Holding History

WR Wealth Planners’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$75K	Sell	226 -47	-17%	-$16.5K	0.02%	274
2024 Q3	$90.5K	Sell	273 -56	-17%	-$17.1K	0.03%	273
2024 Q2	$103K	Sell	329 -265	-45%	-$85.6K	0.03%	251
2024 Q1	$186K	Buy	+594	New	+$162K	0.06%	181
2023 Q4	–	Sell	-419	Closed	-$89.3K	–	401
2023 Q3	$89.3K	Buy	419 +1	+0.2%	+$216	0.03%	258
2023 Q2	$84K	Buy	418 +64	+18%	+$11.3K	0.03%	263
2023 Q1	$60.7K	Buy	354 +1	+0.3%	+$166	0.03%	293
2022 Q4	$55.3K	Buy	353 +2	+0.6%	+$307	0.03%	166
2022 Q3	$46.8K	Buy	351 +2	+0.6%	+$280	0.03%	166
2022 Q2	$44K	Buy	349 +3	+0.9%	+$420	0.03%	180
2022 Q1	$52.5K	Buy	+346	New	+$54.2K	0.03%	169

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's ETN Position: Q4 2024 in Review

WR Wealth Planners reduced its Eaton (ETN) stake by 17% in Q4 2024, selling an estimated $16.5K and leaving 226 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #274.

WR Wealth Planners first reported a position in ETN in Q1 2022 and has held it in 11 quarters since. The position peaked at $186K in Q1 2024. 2,280 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

WR Wealth Planners held 226 shares of Eaton worth $75K as of Q4 2024.
WR Wealth Planners sold 47 Eaton shares in Q4 2024, an estimated $16.5K.
Eaton made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #274 holding.
WR Wealth Planners first reported a position in Eaton in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Eaton position peaked at $186K in Q1 2024.
2,280 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.