Willow Creek Wealth Management Inc. Summit State Bank Com Stk Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 16, 2018	SELL	N/A	-20,970 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	N/A	840 Added 4.17%	20,970 $324,000
Q3 2017 Nov 06, 2017	BUY	N/A	20,130	20,130 $251,000

Others Institutions Holding SSBI

# of Institutions

22

Shares Held

1.5M

Call Options Held

0

Put Options Held

0

Banc Funds CO LLC Chicago, IL

429K
Shares

$3.21 Million
0.53% of portfolio
Vanguard Group Inc Valley Forge, PA

278K
Shares

$2.08 Million
0.0% of portfolio
Caldwell Sutter Capital, Inc. Sausalito, CA

228K
Shares

$1.71 Million
0.9% of portfolio
Mai Capital Management

91.6K
Shares

$684,505
0.01% of portfolio
Traverso Chambers Private Wealth Management, LLC

88.1K
Shares

$657,845
0.26% of portfolio

About SUMMIT STATE BANK COM STK

Ticker SSBI
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 6,734,920
Market Cap $50.3M

More about SSBI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.