Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 05, 2020

SELL
N/A
-9,393 Closed
0 $0
Q4 2019

Jan 30, 2020

SELL
N/A
-3,160 Reduced 25.17%
9,393 $252,000
Q3 2019

Nov 01, 2019

BUY
N/A
2,200 Added 21.25%
12,553 $330,000
Q2 2019

Jul 26, 2019

BUY
N/A
10,353 New
10,353 $271,000
Q1 2018

Apr 18, 2018

SELL
N/A
-9,193 Closed
0 $0
Q4 2017

Jan 17, 2018

BUY
N/A
1,605 Added 21.15%
9,193 $237,000
Q3 2017

Oct 17, 2017

BUY
N/A
7,588
7,588 $200,000
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.