WR Wealth Planners’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$136K	Hold	4,813	–	–	0.04%	196
2024 Q3	$153K	Hold	4,813	–	–	0.04%	219
2024 Q2	$142K	Hold	4,813	–	–	0.04%	212
2024 Q1	$146K	Buy	+4,813	New	+$138K	0.05%	214
2023 Q4	–	Sell	-4,813	Closed	-$126K	–	795
2023 Q3	$126K	Hold	4,813	–	–	0.05%	215
2023 Q2	$129K	Buy	+4,813	New	+$124K	0.05%	215

Other funds holding TMFG

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

WR Wealth Planners held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q4 2024 at 4,813 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #196.

WR Wealth Planners first reported a position in TMFG in Q2 2023 and has held it in 6 quarters since. The position peaked at $153K in Q3 2024. 55 funds tracked by Wall St. Rank hold TMFG as of Q4 2024.

WR Wealth Planners held 4,813 shares of Motley Fool Global Opportunities ETF worth $136K as of Q4 2024.
WR Wealth Planners left its Motley Fool Global Opportunities ETF share count unchanged in Q4 2024.
Motley Fool Global Opportunities ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #196 holding.
WR Wealth Planners first reported a position in Motley Fool Global Opportunities ETF in Q2 2023 and has held it in 6 quarters since.
WR Wealth Planners's Motley Fool Global Opportunities ETF position peaked at $153K in Q3 2024.
55 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2024.

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