Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 05, 2020

SELL
N/A
-106,500 Closed
0 $0
Q2 2020

Jul 23, 2020

SELL
N/A
-30,000 Reduced 21.98%
106,500 $43,000
Q1 2020

May 05, 2020

BUY
N/A
28,000 Added 25.81%
136,500 $32,000
Q3 2019

Nov 01, 2019

BUY
N/A
34,000 Added 45.64%
108,500 $35,000
Q4 2018

Feb 01, 2019

SELL
N/A
-5,745 Reduced 7.16%
74,500 $60,000
Q1 2018

Apr 18, 2018

BUY
N/A
2,845 Added 3.68%
80,245 $69,000
Q4 2017

Jan 17, 2018

BUY
N/A
2,900 Added 3.89%
77,400 $67,000
Q3 2017

Oct 17, 2017

BUY
N/A
74,500
74,500 $45,000
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.