Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 23, 2020

SELL
N/A
-187,029 Closed
0 $0
Q1 2020

May 05, 2020

BUY
N/A
590 Added 0.32%
187,029 $1.33 Million
Q4 2019

Jan 30, 2020

BUY
N/A
248 Added 0.13%
186,439 $4.45 Million
Q3 2019

Nov 01, 2019

SELL
N/A
-16,297 Reduced 8.05%
186,191 $4.99 Million
Q2 2019

Jul 26, 2019

SELL
N/A
-125,272 Reduced 38.22%
202,488 $5.49 Million
Q1 2019

Apr 24, 2019

BUY
N/A
24,860 Added 8.21%
327,760 $11.4 Million
Q4 2018

Feb 01, 2019

BUY
N/A
85,943 Added 39.61%
302,900 $5.91 Million
Q3 2018

Oct 25, 2018

BUY
N/A
82,055 Added 60.83%
216,957 $5.78 Million
Q2 2018

Jul 20, 2018

BUY
N/A
81,202 Added 151.21%
134,902 $5.1 Million
Q1 2018

Apr 18, 2018

BUY
N/A
14,434 Added 36.76%
53,700 $1.75 Million
Q4 2017

Jan 17, 2018

SELL
N/A
-1,160 Reduced 2.87%
39,266 $1.91 Million
Q3 2017

Oct 17, 2017

BUY
N/A
40,426
40,426 $2.18 Million
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.