Creative Planning
Holdings in WHD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,045,733 | 44,784 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $22,458 | 569 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $678,621 | 15,522 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $320,397 | 6,991 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $736,910 | 12,627 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $673,793 | 11,292 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $45,778 | 868 | Shares | Defined | 2024-08-15 |