Number of Shares
1,152,000
Previous 1,223,000 5.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
N/A
-71,000 Reduced 5.81%
1,152,000 $0
Q2 2024

Aug 15, 2024

BUY
N/A
11,000 Added 0.91%
1,223,000 $0
Q1 2024

May 10, 2024

SELL
N/A
-12,000 Reduced 0.98%
1,212,000 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-50,000 Reduced 3.92%
1,224,000 $0
Q3 2023

Nov 16, 2023

SELL
N/A
-45,000 Reduced 3.41%
1,274,000 $0
Q1 2023

May 15, 2023

SELL
N/A
-6,000 Reduced 0.45%
1,319,000 $0
Q4 2022

Feb 10, 2023

SELL
N/A
-25,000 Reduced 1.85%
1,325,000 $0
Q3 2022

Nov 03, 2022

SELL
N/A
-66,000 Reduced 4.66%
1,350,000 $1.25 Million
Q2 2022

Aug 15, 2022

BUY
N/A
1,391,000 Added 5564.0%
1,416,000 $1.33 Million
Q1 2020

May 05, 2020

BUY
N/A
25,000 New
25,000 $22,000
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.