Creative Planning
Holdings in WBTN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,482,735 | 113,794 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $88,412 | 4,555 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $606,597 | 66,806 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $225,375 | 29,384 | Shares | Sole | 2025-05-15 |