Number of Shares
36,856
Previous 35,931 2.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
N/A
925 Added 2.57%
36,856 $0
Q4 2024

Feb 14, 2025

SELL
N/A
-2,051 Reduced 5.4%
35,931 $0
Q3 2024

Oct 11, 2024

BUY
N/A
6,381 Added 20.19%
37,982 $0
Q2 2024

Aug 15, 2024

BUY
N/A
25,733 Added 438.53%
31,601 $0
Q1 2024

May 10, 2024

SELL
N/A
-687 Reduced 10.48%
5,868 $0
Q4 2023

Feb 14, 2024

BUY
N/A
6,555 New
6,555 $0
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.