Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 30, 2021

SELL
N/A
-5,260 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
N/A
473 Added 9.88%
5,260 $3.82 Million
Q3 2020

Nov 05, 2020

BUY
N/A
1,868 Added 63.99%
4,787 $2.16 Million
Q2 2020

Jul 23, 2020

BUY
N/A
40 Added 1.39%
2,919 $1.74 Million
Q1 2020

May 05, 2020

SELL
N/A
-211 Reduced 6.83%
2,879 $1.09 Million
Q4 2019

Jan 30, 2020

BUY
N/A
389 Added 14.4%
3,090 $2.41 Million
Q3 2019

Nov 01, 2019

SELL
N/A
-1 Reduced 0.04%
2,701 $1.75 Million
Q2 2019

Jul 26, 2019

SELL
N/A
-37 Reduced 1.35%
2,702 $2.13 Million
Q1 2019

Apr 24, 2019

SELL
N/A
-212 Reduced 7.18%
2,739 $2.12 Million
Q4 2018

Feb 01, 2019

SELL
N/A
-187 Reduced 5.96%
2,951 $1.6 Million
Q3 2018

Oct 25, 2018

BUY
N/A
135 Added 4.5%
3,138 $2.71 Million
Q2 2018

Jul 20, 2018

BUY
N/A
3,003 New
3,003 $2.09 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.