Number of Shares
155,317
Previous 101,486 53.04%
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 2025

Nov 14, 2025

BUY
N/A
53,831 Added 53.04%
155,317 $0
Q2 2025

Aug 08, 2025

BUY
N/A
101,486 New
101,486 $0
Q4 2024

Feb 14, 2025

BUY
N/A
81,985 New
81,985 $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.