Number of Shares
312,401
Previous 243,043 28.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025

BUY
N/A
69,358 Added 28.54%
312,401 $0
Q4 2024

Feb 14, 2025

BUY
N/A
56,939 Added 30.6%
243,043 $0
Q3 2024

Oct 11, 2024

BUY
N/A
1,632 Added 0.88%
186,104 $0
Q2 2024

Aug 15, 2024

BUY
N/A
51,420 Added 38.65%
184,472 $0
Q1 2024

May 10, 2024

BUY
N/A
133,052 New
133,052 $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.