Shares

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

Jan 30, 2020

SELL
N/A
-41,245 Closed
0 $0
Q3 2019

Nov 01, 2019

SELL
N/A
-1,208 Reduced 2.85%
41,245 $584,000
Q2 2019

Jul 26, 2019

SELL
N/A
-134 Reduced 0.31%
42,453 $562,000
Q1 2019

Apr 24, 2019

BUY
N/A
2,327 Added 5.78%
42,587 $528,000
Q4 2018

Feb 01, 2019

BUY
N/A
450 Added 1.13%
40,260 $505,000
Q3 2018

Oct 25, 2018

BUY
N/A
7,439 Added 22.98%
39,810 $465,000
Q2 2018

Jul 20, 2018

BUY
N/A
1,996 Added 6.57%
32,371 $406,000
Q1 2018

Apr 18, 2018

SELL
N/A
-14,933 Reduced 32.96%
30,375 $402,000
Q4 2017

Jan 17, 2018

BUY
N/A
3,643 Added 8.74%
45,308 $607,000
Q3 2017

Oct 17, 2017

BUY
N/A
41,665
41,665 $528,000
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.