Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 30, 2020

SELL
N/A
-12,820 Closed
0 $0
Q3 2019

Nov 01, 2019

BUY
N/A
12,820 New
12,820 $205,000
Q1 2019

Apr 24, 2019

SELL
N/A
-10,240 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
N/A
300 Added 3.02%
10,240 $164,000
Q3 2018

Oct 25, 2018

BUY
N/A
9,940 New
9,940 $221,000
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.