Creative Planning Duckhorn Portfolio, Inc. Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Creative Planning holds 37,221 shares of NAPA stock, worth $408,314. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37,221
Previous 18,034
106.39%
Holding current value
$408,314
Previous $128,000
67.97%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding NAPA
# of Institutions
156Shares Held
112MCall Options Held
31.5KPut Options Held
51.1K-
Tsg Consumer Partners LP Larkspur, CA61.8MShares$678 Million67.01% of portfolio
-
Select Equity Group, L.P. New York, NY5.92MShares$64.9 Million0.17% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.38MShares$59 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4MShares$43.9 Million0.0% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.83MShares$42 Million0.01% of portfolio
About Duckhorn Portfolio, Inc.
- Ticker NAPA
- Exchange NYSE
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 115,184,000
- Market Cap $1.26B
- Description
- The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company wa...