Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 30, 2020

SELL
N/A
-6,047 Closed
0 $0
Q3 2019

Nov 01, 2019

SELL
N/A
-6,278 Reduced 50.94%
6,047 $71,000
Q2 2019

Jul 26, 2019

BUY
N/A
12,325 New
12,325 $146,000
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.