Number of Shares
59,102
Previous 58,898 0.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
N/A
204 Added 0.35%
59,102 $0
Q1 2025

May 15, 2025

BUY
N/A
54,215 Added 1157.7%
58,898 $0
Q4 2024

Feb 14, 2025

BUY
N/A
4,683 New
4,683 $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.