Creative Planning
Holdings in WEST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,154 | 17,974 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $69,585 | 12,144 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $135,057 | 18,706 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $176,337 | 27,467 | Shares | Defined | 2025-02-14 |