Creative Planning
Holdings in WT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,434,446 | 117,674 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,816,673 | 130,696 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,364,659 | 118,563 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,010,225 | 113,254 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,066,621 | 101,583 | Shares | Sole | 2025-02-14 |