Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

SELL
N/A
-5,418 Closed
0 $0
Q1 2022

May 16, 2022

BUY
N/A
5,418 New
5,418 $389,000
Q2 2021

Aug 04, 2021

SELL
N/A
-74,539 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
N/A
9,717 Added 14.99%
74,539 $3.65 Million
Q4 2020

Jan 29, 2021

BUY
N/A
16,986 Added 35.51%
64,822 $3.08 Million
Q3 2020

Nov 05, 2020

BUY
N/A
22,529 Added 89.02%
47,836 $1.9 Million
Q2 2020

Jul 23, 2020

SELL
N/A
-3,476 Reduced 12.08%
25,307 $887,000
Q1 2020

May 05, 2020

BUY
N/A
7,326 Added 34.14%
28,783 $651,000
Q4 2019

Jan 30, 2020

BUY
N/A
12,148 Added 130.5%
21,457 $570,000
Q3 2019

Nov 01, 2019

BUY
N/A
9,309 New
9,309 $232,000
Q3 2018

Oct 25, 2018

SELL
N/A
-9,674 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
N/A
9,674 New
9,674 $207,000
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.