Number of Shares
144,276
Previous 119,201 21.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
N/A
25,075 Added 21.04%
144,276 $0
Q2 2024

Aug 15, 2024

BUY
N/A
30,151 Added 33.86%
119,201 $0
Q1 2024

May 10, 2024

BUY
N/A
22,044 Added 32.9%
89,050 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-77 Reduced 0.11%
67,006 $0
Q3 2023

Nov 16, 2023

BUY
N/A
24,714 Added 58.33%
67,083 $0
Q2 2023

Jul 21, 2023

BUY
N/A
1,559 Added 3.82%
42,369 $0
Q1 2023

May 15, 2023

BUY
N/A
10,894 Added 36.42%
40,810 $0
Q4 2022

Feb 10, 2023

SELL
N/A
-30,558 Reduced 50.53%
29,916 $0
Q3 2022

Nov 03, 2022

BUY
N/A
60,474 New
60,474 $302,000
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.