Number of Shares
18,580
Previous 14,829 25.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
N/A
3,751 Added 25.3%
18,580 $0
Q2 2025

Aug 08, 2025

BUY
N/A
189 Added 1.29%
14,829 $0
Q1 2025

May 15, 2025

BUY
N/A
2,898 Added 24.68%
14,640 $0
Q4 2024

Feb 14, 2025

BUY
N/A
320 Added 2.8%
11,742 $0
Q3 2024

Oct 11, 2024

BUY
N/A
95 Added 0.84%
11,422 $0
Q2 2024

Aug 15, 2024

SELL
N/A
-414 Reduced 3.53%
11,327 $0
Q1 2024

May 10, 2024

SELL
N/A
-403 Reduced 3.32%
11,741 $0
Q4 2023

Feb 14, 2024

BUY
N/A
12,144 New
12,144 $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.