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LivePerson shares owned by WR Wealth Planners

Quarter-by-quarter ownership of LivePerson (LPSN) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in LivePerson

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in LivePerson by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $614 480 1.28
2024-06-30 $278 480 0.58
2024-03-31 $478 480 1.00
2023-09-30 $1.9k 480 3.89
2023-06-30 $2.2k 480 4.52
2023-03-31 $2.1k 480 4.41

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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

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