Number of Shares
23,521
Previous 27,594 14.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

SELL
N/A
-4,073 Reduced 14.76%
23,521 $0
Q4 2024

Feb 14, 2025

BUY
N/A
14,532 Added 111.25%
27,594 $0
Q3 2024

Oct 11, 2024

BUY
N/A
13,062 New
13,062 $0
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.