Creative Planning Westrock Coffee Holdings, LLC Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Westrock Coffee Holdings, LLC stock. As of the latest transaction made, Creative Planning holds 27,467 shares of WEST stock, worth $157,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,467

Holding current value

$157,111

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$5.53 - $8.26 $151,892 - $226,877	27,467 New	27,467 $172,000

Others Institutions Holding WEST

# of Institutions

120

Shares Held

36.1M

Call Options Held

138K

Put Options Held

26.3K

Stephens Group, LLC

8.11M
Shares

$46.4 Million
29.7% of portfolio
Southeastern Asset Management Inc Memphis, TN

4.88M
Shares

$27.9 Million
1.53% of portfolio
Silverleafe Capital Partners, LLC Memphis, TN

4.73M
Shares

$27 Million
12.15% of portfolio
Nfc Investments, LLC Memphis, TN

4.05M
Shares

$23.2 Million
7.17% of portfolio
Vanguard Group Inc Valley Forge, PA

2.95M
Shares

$16.9 Million
0.0% of portfolio

View Full List

About Westrock Coffee Holdings, LLC

Ticker WEST
Exchange
Shares Outstandng 73,033,991
Market Cap $418M

More about WEST

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