Number of Shares
734,861
Previous 514,341 42.87%
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
220,520 Added 42.87%
734,861 $0
Q2 2024

Aug 15, 2024

BUY
N/A
378,136 Added 277.62%
514,341 $0
Q1 2024

May 10, 2024

BUY
N/A
136,205 New
136,205 $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.