WR Wealth Planners »

4068594 Enphase Energy shares owned by WR Wealth Planners

Quarter-by-quarter ownership of 4068594 Enphase Energy (ENPH) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in 4068594 Enphase Energy

Tip: Access up to 7 years of quarterly data

All positions including 4068594 Enphase Energy held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in 4068594 Enphase Energy by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $119k 1.1k 113.02
2024-06-30 $112k 1.1k 99.71
2024-03-31 $136k 1.1k 120.98
2023-09-30 $137k 1.1k 120.15
2023-06-30 $188k 1.1k 167.48
2023-03-31 $346k 1.6k 210.28

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding 4068594 Enphase Energy

Vanguard Group
BlackRock
Baillie Gifford & Co
State Street Corporation
Susquehanna International
Citadel Advisors
Wellington Management Company
Geode Capital Management
Goldman Sachs Group
Invesco
Ubs Global Asset Management Americas
Swedbank AB
Nordea Investment Management Ab
Legal & General Group
UBS Group

View all funds holding 4068594 Enphase Energy