WR Wealth Planners’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$464	Buy	6 +4	+200%	+$309	﹤0.01%	994
2024 Q3	$146	Buy	+2	New	+$137	﹤0.01%	1110

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

WR Wealth Planners increased its Nasdaq (NDAQ) stake by 200% in Q4 2024, buying an estimated $309 and bringing the position to 6 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #994.

WR Wealth Planners first reported a position in NDAQ in Q3 2024 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold NDAQ as of Q4 2024.

WR Wealth Planners held 6 shares of Nasdaq worth $464 as of Q4 2024.
WR Wealth Planners bought 4 Nasdaq shares in Q4 2024, an estimated $309.
Nasdaq made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #994 holding.
WR Wealth Planners first reported a position in Nasdaq in Q3 2024 and has held it in 2 quarters since.
904 funds tracked by Wall St. Rank held Nasdaq as of Q4 2024.

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