Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 05, 2020

SELL
N/A
-117,916 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
N/A
39,300 Added 49.99%
117,916 $2.45 Million
Q3 2019

Nov 01, 2019

BUY
N/A
13,000 Added 19.81%
78,616 $1.94 Million
Q1 2019

Apr 24, 2019

BUY
N/A
616 Added 0.95%
65,616 $1.96 Million
Q4 2018

Feb 01, 2019

BUY
N/A
20,000 Added 44.44%
65,000 $1.52 Million
Q3 2018

Oct 25, 2018

BUY
N/A
45,000 New
45,000 $1.59 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.