Creative Planning - WILLAMETTE VY VINEYARD INC ownership

WILLAMETTE VY VINEYARD INC's ticker is WVVI and the CUSIP is 969136100. A total of 31 filers reported holding WILLAMETTE VY VINEYARD INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of WILLAMETTE VY VINEYARD INC
ValueSharesWeighting
Q3 2023$182,557
+102.8%
31,100
+99.4%
0.00%
Q2 2023$90,005
-6.3%
15,6000.0%0.00%
Q1 2023$96,085
+2.8%
15,6000.0%0.00%
Q4 2022$93,442
-3.7%
15,600
-1.3%
0.00%
Q3 2022$97,000
-2.0%
15,8000.0%0.00%
Q2 2022$99,000
-29.3%
15,800
+1.9%
0.00%
Q1 2022$140,000
+13900.0%
15,500
+15400.0%
0.00%
Q2 2017$1,000
-80.0%
100
-83.3%
0.00%
Q1 2017$5,000
+400.0%
600
+500.0%
0.00%
Q4 2016$1,0000.0%1000.0%0.00%
Q3 2016$1,0000.0%1000.0%0.00%
Q2 2016$1,0000.0%1000.0%0.00%
Q1 2016$1,0000.0%1000.0%0.00%
Q4 2015$1,0000.0%1000.0%0.00%
Q3 2015$1,0001000.00%
Other shareholders
WILLAMETTE VY VINEYARD INC shareholders Q3 2023
NameSharesValueWeighting ↓
Next Capital Management LLC 54,800$321,6760.14%
Clearview Wealth Advisors LLC 15,574$91,4190.11%
Teton Advisors, Inc. 23,000$134,2050.04%
JAMES INVESTMENT RESEARCH INC 12,921$75,3940.01%
NewEdge Advisors, LLC 12,921$75,3940.00%
GABELLI FUNDS LLC 20,000$116,7000.00%
Renaissance Technologies 84,552$4930.00%
WOLFF WIESE MAGANA LLC 144$8460.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 315$1,8380.00%
OSAIC HOLDINGS, INC. 1,628$9,4990.00%
View complete list of WILLAMETTE VY VINEYARD INC shareholders