Creative Planning »

Onewater Marine Inc cl a shares owned by Creative Planning

Quarter-by-quarter ownership of Onewater Marine Inc cl a (ONEW) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Onewater Marine Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Onewater Marine Inc cl a held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Onewater Marine Inc cl a by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 105k 28.15
2023-12-31 $3.5M 104k 33.79
2023-09-30 $3.2M 124k 25.62
2023-06-30 $5.2M 143k 36.24

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Onewater Marine Inc cl a

American Century Companies
Royce & Associates
Gilder, Gagnon, Howe & Co
BlackRock
Private Management Group
Vanguard Group
General Equity Holdings
Dimensional Fund Advisors
Hotchkis and Wiley Capital Management
Breach Inlet Capital Management
Geode Capital Management
Taylor Investment Counselors
Sei Investments
Retirement Systems of Alabama
Creative Planning

View all funds holding Onewater Marine Inc cl a