Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

SELL
N/A
-3,531 Closed
0 $0
Q1 2022

May 16, 2022

BUY
N/A
3,531 New
3,531 $448,000
Q3 2019

Nov 01, 2019

SELL
N/A
-105,498 Closed
0 $0
Q2 2019

Jul 26, 2019

SELL
N/A
-31,155 Reduced 22.8%
105,498 $4.69 Million
Q1 2019

Apr 24, 2019

SELL
N/A
-18,570 Reduced 11.96%
136,653 $4.78 Million
Q4 2018

Feb 01, 2019

BUY
N/A
6,307 Added 4.24%
155,223 $4.63 Million
Q3 2018

Oct 25, 2018

BUY
N/A
27,246 Added 22.39%
148,916 $5.67 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-63,601 Reduced 34.33%
121,670 $3.91 Million
Q1 2018

Apr 18, 2018

SELL
N/A
-12,959 Reduced 6.54%
185,271 $5.92 Million
Q4 2017

Jan 17, 2018

BUY
N/A
14,075 Added 7.64%
198,230 $6.35 Million
Q3 2017

Oct 17, 2017

BUY
N/A
184,155
184,155 $6.15 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.