Willow Creek Wealth Management Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025
Number of Shares
450,265
Previous 445,475 1.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
4,790 Added 1.08%
450,265 $0
Q1 2025

Jul 16, 2025
BUY
N/A
21,026 Added 4.95%
445,475 $0
Q4 2024

Feb 14, 2025
BUY
N/A
86,725 Added 25.68%
424,449 $0
Q4 2023

Apr 01, 2024
BUY
N/A
337,724 New
337,724 $0
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