Creative Planning's ownership history for WMT

Creative Planning currently holds 2.3M shares with a market value of $235.9M. It started holding WMT on 2024-09-30. At its peak, it held 2.3M shares on 2025-09-30. Its highest holding value was $235.9M on 2025-09-30. At its lowest, it held 1.8M shares on 2024-09-30, with a value of $143.0M on 2024-09-30. In the recent 180 days, Creative Planning has increased its shares by 265.3K. In the recent year, Creative Planning has increased its shares by 488.0K.

It has also owned 35 contracts of puts, with the market value of the underlying securities totaling $2.7K on 2024-12-31. At its peak, it held 303 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $9.1K on 2025-06-30. At its lowest, it held 35 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $473 on 2024-12-31. In the recent 180 days, Creative Planning has decreased its holdings by 268 contracts.