Creative Planning Willamette Valley Vineyards Inc Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Willamette Valley Vineyards Inc stock. As of the latest transaction made, Creative Planning holds 15,600 shares of WVVI stock, worth $61,308. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,600
Previous 15,600
-0.0%
Holding current value
$61,308
Previous $83,000
2.41%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding WVVI
# of Institutions
36Shares Held
595KCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA225KShares$883,5110.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny81.1KShares$318,5340.0% of portfolio
-
Next Capital Management LLC54.8KShares$215,3640.12% of portfolio
-
Dimensional Fund Advisors LP Austin, TX37.3KShares$146,6830.0% of portfolio
-
Geode Capital Management, LLC Boston, MA27.9KShares$109,7450.0% of portfolio
About WILLAMETTE VALLEY VINEYARDS INC
- Ticker WVVI
- Exchange NASDAQ
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 4,964,530
- Market Cap $19.5M
- Description
- Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, Blanc de Blancs, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded w...