Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2018

Jul 20, 2018

SELL
N/A
-72,914 Closed
0 $0
Q1 2018

Apr 18, 2018

BUY
N/A
13,175 Added 22.05%
72,914 $17.2 Million
Q4 2017

Jan 17, 2018

SELL
N/A
-3,359 Reduced 5.32%
59,739 $15.3 Million
Q3 2017

Oct 17, 2017

BUY
N/A
63,098
63,098 $15.3 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.