CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WTW — Willis Towers Watson PLC
CIK 819864
KOKOMO, IN
Position in WTW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$522
-$59 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 687 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $40,408 across 5 Insurance Brokers names. WTW ranks #5 (1.3% of the industry book) .
All Filings in WTW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522 | 2 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $581 | 2 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $657 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $690 | 2 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $613 | 2 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $675 | 2 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,192 | 7 | Shares | Sole | 2025-02-10 | |
| 2021-09-30 | $3,486 | 15 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,450 | 15 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,433 | 15 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,160 | 15 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $3,132 | 15 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,954 | 15 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||