Number of Shares
10,360
Previous 6,537 58.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
N/A
3,823 Added 58.48%
10,360 $0
Q4 2024

Feb 14, 2025

SELL
N/A
-2,312 Reduced 26.13%
6,537 $0
Q3 2024

Oct 11, 2024

BUY
N/A
3,603 Added 68.68%
8,849 $0
Q2 2024

Aug 15, 2024

SELL
N/A
-1,820 Reduced 25.76%
5,246 $0
Q1 2024

May 10, 2024

BUY
N/A
7,066 New
7,066 $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.