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WR Wealth Planners’s Sprott Uranium Miners ETF URNM Stock Holding History

WR Wealth Planners’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.43K Hold
85
– – ﹤0.01% 760
2024
Q3 		$3.9K Buy
85
+7
+9% +$308 ﹤0.01% 784
2024
Q2 		$3.84K Hold
78
– – ﹤0.01% 764
2024
Q1 		$3.85K Buy
+78
New +$3.99K ﹤0.01% 766
2022
Q4 		– Sell
-2
Closed -$65 – 541
2022
Q3 		$65 Buy
+2
New +$67 ﹤0.01% 509

Other funds holding URNM

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return

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

WR Wealth Planners held its Sprott Uranium Miners ETF (URNM) position steady in Q4 2024 at 85 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

WR Wealth Planners first reported a position in URNM in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.9K in Q3 2024. 184 funds tracked by Wall St. Rank hold URNM as of Q4 2024.

  • WR Wealth Planners held 85 shares of Sprott Uranium Miners ETF worth $3.43K as of Q4 2024.
  • WR Wealth Planners left its Sprott Uranium Miners ETF share count unchanged in Q4 2024.
  • Sprott Uranium Miners ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #760 holding.
  • WR Wealth Planners first reported a position in Sprott Uranium Miners ETF in Q3 2022 and has held it in 5 quarters since.
  • WR Wealth Planners's Sprott Uranium Miners ETF position peaked at $3.9K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q4 2024.

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