Number of Shares
10,000
Previous 116,041 91.38%
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

SELL
N/A
-3,965 Reduced 3.42%
112,076 $0
Q2 2025

Aug 08, 2025

SELL
N/A
-10,755 Reduced 8.48%
116,041 $0
Q1 2025

May 15, 2025

SELL
N/A
-28,461 Reduced 18.33%
126,796 $0
Q4 2024

Feb 14, 2025

BUY
N/A
155,257 New
155,257 $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.