Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 05, 2020

SELL
N/A
-96,756 Closed
0 $0
Q2 2020

Jul 23, 2020

SELL
N/A
-35 Reduced 0.04%
96,756 $944,000
Q1 2020

May 05, 2020

SELL
N/A
-2,215 Reduced 2.24%
96,791 $557,000
Q4 2019

Jan 30, 2020

BUY
N/A
998 Added 1.02%
99,006 $3.34 Million
Q3 2019

Nov 01, 2019

SELL
N/A
-541 Reduced 0.55%
98,008 $2.65 Million
Q2 2019

Jul 26, 2019

BUY
N/A
305 Added 0.31%
98,549 $3.31 Million
Q1 2019

Apr 24, 2019

SELL
N/A
-197 Reduced 0.2%
98,244 $4.03 Million
Q4 2018

Feb 01, 2019

BUY
N/A
221 Added 0.23%
98,441 $2.67 Million
Q3 2018

Oct 25, 2018

SELL
N/A
-19 Reduced 0.02%
98,220 $4.28 Million
Q2 2018

Jul 20, 2018

BUY
N/A
98,239 New
98,239 $4.1 Million
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.