WR Wealth Planners’s Roundhill Ether Covered Call Strategy ETF YETH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.11K Buy
+22
New +$1.14K ﹤0.01% 920

Other funds holding YETH

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

WR Wealth Planners opened a new position in Roundhill Ether Covered Call Strategy ETF (YETH) in Q4 2024: 22 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings.

3 funds tracked by Wall St. Rank hold YETH as of Q4 2024.

  • WR Wealth Planners held 22 shares of Roundhill Ether Covered Call Strategy ETF worth $1.11K as of Q4 2024.
  • Roundhill Ether Covered Call Strategy ETF was a new WR Wealth Planners position in Q4 2024.
  • Roundhill Ether Covered Call Strategy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #920 holding.
  • 3 funds tracked by Wall St. Rank held Roundhill Ether Covered Call Strategy ETF as of Q4 2024.

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