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WR Wealth Planners’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

WR Wealth Planners’s Portfolio RUNN Stock Details RUNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$421K Buy
12,860
+2,600
+25% +$88.5K 0.14% 104
2024
Q3 		$343K Buy
10,260
+735
+8% +$23.4K 0.1% 133
2024
Q2 		$291K Buy
9,525
+3,625
+61% +$110K 0.09% 135
2024
Q1 		$184K Buy
+5,900
New +$174K 0.06% 183
2023
Q4 		– Sell
-2,895
Closed -$73.6K – 716
2023
Q3 		$73.6K Buy
+2,895
New +$76.3K 0.03% 276

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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

WR Wealth Planners increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 25% in Q4 2024, buying an estimated $88.5K and bringing the position to 12,860 shares worth $421K. The position accounts for 0.14% of the portfolio, ranked #104.

WR Wealth Planners first reported a position in RUNN in Q3 2023 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold RUNN as of Q4 2024.

  • WR Wealth Planners held 12,860 shares of Strategic Trust Running Oak Efficient Growth ETF worth $421K as of Q4 2024.
  • WR Wealth Planners bought 2,600 Strategic Trust Running Oak Efficient Growth ETF shares in Q4 2024, an estimated $88.5K.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.14% of WR Wealth Planners's portfolio in Q4 2024, its #104 holding.
  • WR Wealth Planners first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q4 2024.

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