Number of Shares
40,571
Previous 36,010 12.67%
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
Q3 2024

Oct 11, 2024

BUY
N/A
4,561 Added 12.67%
40,571 $0
Q2 2024

Aug 15, 2024

BUY
N/A
2,115 Added 6.24%
36,010 $0
Q1 2024

May 10, 2024

BUY
N/A
33,895 New
33,895 $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.