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Duckhorn Portfolio shares owned by Creative Planning

Quarter-by-quarter ownership of Duckhorn Portfolio shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 37k 5.81
2024-06-30 $128k 18k 7.10
2024-03-31 $100k 11k 9.31

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)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Duckhorn Portfolio

TSG Consumer Partners
Westwood Holdings
BlackRock
Dimensional Fund Advisors
River Road Asset Management
Medina Singh Partners
Marshall Wace
Hotchkis and Wiley Capital Management
CastleKnight Management
Geode Capital Management
Bank of America Corporation
Assenagon Asset Management
Renaissance Technologies
Northern Trust
Charles Schwab Investment Management

View all funds holding Duckhorn Portfolio