Creative Planning ATMUS FILTRATION TECHNOLOGIE Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
10,701
Previous 6,688 60.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
4,013 Added 60.0%
10,701 $0
Q2 2025

Aug 08, 2025
BUY
N/A
312 Added 4.89%
6,688 $0
Q1 2025

May 15, 2025
SELL
N/A
-540 Reduced 7.81%
6,376 $0
Q4 2024

Feb 14, 2025
BUY
N/A
6,916 New
6,916 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email