Number of Shares
19,811
Previous 15,526 27.6%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
N/A
4,285 Added 27.6%
19,811 $0
Q2 2024

Aug 15, 2024

BUY
N/A
4,081 Added 35.66%
15,526 $0
Q1 2024

May 10, 2024

BUY
N/A
2,906 Added 34.03%
11,445 $0
Q4 2023

Feb 14, 2024

BUY
N/A
43 Added 0.51%
8,539 $0
Q3 2023

Nov 16, 2023

BUY
N/A
3,236 Added 61.52%
8,496 $0
Q2 2023

Jul 21, 2023

BUY
N/A
5,260 New
5,260 $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.