Creative Planning
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Creative Planning’s American Coastal Insurance ACIC Stock Holding History

Creative Planning’s Portfolio ACIC Stock Details ACIC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$177K Buy
2017
Q3 		– Sell
2017
Q2 		$0 Sell
2017
Q1 		$148K Sell
2016
Q4 		$591K Buy
2016
Q3 		$0 Hold
2016
Q2 		$0 Hold
2016
Q1 		$0 Buy
2015
Q2 		– Sell
2015
Q1 		$5K Sell
2014
Q4 		$38K Sell
2014
Q3 		$84K Buy