Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 29, 2021

SELL
N/A
-19,025 Closed
0 $0
Q3 2020

Nov 05, 2020

SELL
N/A
-3,375 Reduced 15.07%
19,025 $13,000
Q2 2020

Jul 23, 2020

BUY
N/A
11,557 Added 106.58%
22,400 $17,000
Q1 2020

May 05, 2020

SELL
N/A
-4,067 Reduced 27.28%
10,843 $9,000
Q4 2019

Jan 30, 2020

SELL
N/A
-10,257 Reduced 40.76%
14,910 $24,000
Q3 2019

Nov 01, 2019

BUY
N/A
35 Added 0.14%
25,167 $100,000
Q2 2019

Jul 26, 2019

SELL
N/A
-16 Reduced 0.06%
25,132 $134,000
Q1 2019

Apr 24, 2019

BUY
N/A
25,148 New
25,148 $167,000
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.