Number of Shares
70,670
Previous 68,357 3.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
N/A
2,313 Added 3.38%
70,670 $0
Q2 2024

Aug 15, 2024

SELL
N/A
-3,441 Reduced 4.79%
68,357 $0
Q1 2024

May 10, 2024

SELL
N/A
-4,916 Reduced 6.41%
71,798 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-898 Reduced 1.16%
76,714 $0
Q3 2023

Nov 16, 2023

SELL
N/A
-14,508 Reduced 15.75%
77,612 $0
Q2 2023

Jul 21, 2023

BUY
N/A
11,779 Added 14.66%
92,120 $0
Q1 2023

May 15, 2023

SELL
N/A
-118 Reduced 0.15%
80,341 $0
Q4 2022

Feb 10, 2023

BUY
N/A
80,459 New
80,459 $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.