Creative Planning
ACCD

Creative Planning’s Accolade, Inc. Common Stock ACCD Stock Holding History

Creative Planning’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,045
Closed -$182K – 3731
2025
Q1 		$182K Buy
+26,045
New +$182K ﹤0.01% 3098