Number of Shares
32,079
Previous 31,752 1.03%
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
Q3 2024

Oct 11, 2024

BUY
N/A
327 Added 1.03%
32,079 $0
Q2 2024

Aug 15, 2024

BUY
N/A
643 Added 2.07%
31,752 $0
Q1 2024

May 10, 2024

BUY
N/A
754 Added 2.48%
31,109 $0
Q4 2023

Feb 14, 2024

BUY
N/A
1,214 Added 4.17%
30,355 $0
Q3 2023

Nov 16, 2023

BUY
N/A
84 Added 0.29%
29,141 $0
Q2 2023

Jul 21, 2023

BUY
N/A
1,717 Added 6.28%
29,057 $0
Q1 2023

May 15, 2023

SELL
N/A
-2,199 Reduced 7.44%
27,340 $0
Q4 2022

Feb 10, 2023

BUY
N/A
2,821 Added 10.56%
29,539 $0
Q3 2022

Nov 03, 2022

BUY
N/A
26,718 New
26,718 $2.9 Million
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.