Number of Shares
16,251
Previous 16,222 0.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
N/A
29 Added 0.18%
16,251 $0
Q2 2024

Aug 15, 2024

SELL
N/A
-921 Reduced 5.37%
16,222 $0
Q1 2024

May 10, 2024

BUY
N/A
70 Added 0.41%
17,143 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-16,268 Reduced 48.79%
17,073 $0
Q3 2023

Nov 16, 2023

BUY
N/A
143 Added 0.43%
33,341 $0
Q1 2023

May 15, 2023

SELL
N/A
-1 Reduced -0.0%
33,198 $0
Q4 2022

Feb 10, 2023

SELL
N/A
-167 Reduced 0.5%
33,199 $0
Q3 2022

Nov 03, 2022

BUY
N/A
18,699 Added 127.49%
33,366 $577,000
Q2 2022

Aug 15, 2022

BUY
N/A
14,667 New
14,667 $268,000
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.