Creative Planning
Holdings in WINA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,330,834 | 5,756 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,591,390 | 5,206 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $12,838 | 34 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,202,184 | 3,782 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,379,282 | 3,509 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $1,282,048 | 3,348 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $1,181,663 | 3,351 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,158,163 | 3,202 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,404,220 | 3,363 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,184,314 | 3,174 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $1,026,667 | 3,088 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $949,434 | 2,963 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $695,698 | 2,950 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $638,203 | 2,950 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $576,931 | 2,950 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $550,000 | 2,500 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $620,725 | 2,500 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $537,575 | 2,500 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $480,200 | 2,500 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $466,075 | 2,500 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $464,500 | 2,500 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $430,450 | 2,500 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $429,469 | 2,508 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $319,569 | 2,508 | Shares | Sole | 2020-05-05 |