Creative Planning
Holdings in WNC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $565,883 | 65,420 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $507,377 | 51,406 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $513,162 | 48,275 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,302,010 | 117,829 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $176,130 | 10,282 | Shares | Defined | 2025-02-14 |