Creative Planning Westrock Coffee Holdings, LLC Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Westrock Coffee Holdings, LLC stock. As of the latest transaction made, Creative Planning holds 27,467 shares of WEST stock, worth $174,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,467

Holding current value

$174,415

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$5.53 - $8.26 $151,892 - $226,877	27,467 New	27,467 $172,000

Others Institutions Holding WEST

# of Institutions

127

Shares Held

35.9M

Call Options Held

148K

Put Options Held

26.3K

Stephens Group, LLC

8.11M
Shares

$51.5 Million
25.62% of portfolio
Southeastern Asset Management Inc Memphis, TN

4.88M
Shares

$31 Million
1.53% of portfolio
Silverleafe Capital Partners, LLC Memphis, TN

4.73M
Shares

$30 Million
9.86% of portfolio
Nfc Investments, LLC Memphis, TN

4.05M
Shares

$25.7 Million
7.17% of portfolio
Vanguard Group Inc Valley Forge, PA

2.81M
Shares

$17.9 Million
0.0% of portfolio

View Full List

About Westrock Coffee Holdings, LLC

Ticker WEST
Exchange
Shares Outstandng 73,033,991
Market Cap $464M

More about WEST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account