Shares

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

May 05, 2020

SELL
N/A
-156,629 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
N/A
12,200 Added 8.45%
156,629 $858,000
Q3 2019

Nov 01, 2019

SELL
N/A
-1,364 Reduced 0.94%
144,429 $826,000
Q2 2019

Jul 26, 2019

BUY
N/A
66,500 Added 83.87%
145,793 $1.12 Million
Q4 2018

Feb 01, 2019

BUY
N/A
1,000 Added 1.28%
79,293 $519,000
Q3 2018

Oct 25, 2018

BUY
N/A
5,437 Added 7.46%
78,293 $1.35 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-350 Reduced 0.48%
72,856 $1.02 Million
Q1 2018

Apr 18, 2018

BUY
N/A
22,913 Added 45.56%
73,206 $1.12 Million
Q4 2017

Jan 17, 2018

SELL
N/A
-303 Reduced 0.6%
50,293 $579,000
Q3 2017

Oct 17, 2017

BUY
N/A
50,596
50,596 $962,000
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.