Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

Apr 24, 2019

SELL
N/A
-10,500 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
N/A
10,500 New
10,500 $18,000
Q2 2018

Jul 20, 2018

SELL
N/A
-189,162 Closed
0 $0
Q1 2018

Apr 18, 2018

BUY
N/A
88,038 Added 87.06%
189,162 $520,000
Q4 2017

Jan 17, 2018

BUY
N/A
37,818 Added 59.74%
101,124 $370,000
Q3 2017

Oct 17, 2017

BUY
N/A
63,306
63,306 $235,000
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.