Creative Planning’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Creative Planning’s Portfolio NWLI Stock Details NWLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-617	Closed	-$307K	–	3352
2024 Q2	$307K	Buy	617 +181	+42%	+$88.8K	﹤0.01%	2328
2024 Q1	$214K	Sell	436 -6	-1%	-$2.91K	﹤0.01%	2521
2023 Q4	$213K	Buy	+442	New	+$210K	﹤0.01%	2367
2023 Q2	–	Sell	-1	Closed	-$243	–	2875
2023 Q1	$243	Buy	+1	New	+$261	﹤0.01%	2610

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Creative Planning's NWLI Position: Q3 2024 in Review

Creative Planning sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 617 shares — an estimated $307K sold.

Creative Planning first reported a position in NWLI in Q1 2023 and held it in 4 quarters. The position peaked at $307K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Creative Planning reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 617 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $307K.
Creative Planning first reported a position in National Western Life Group, Inc. Class A in Q1 2023 and held it in 4 quarters.
Creative Planning's National Western Life Group, Inc. Class A position peaked at $307K in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.