Creative Planning’s Advantage Solutions ADV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.7K	Buy	+19,461	New	+$25.7K	﹤0.01%	3547
2025 Q1	–	Sell	-15,638	Closed	-$45.7K	–	3435
2024 Q4	$45.7K	Sell	15,638 -8,174	-34%	-$23.9K	﹤0.01%	3248
2024 Q3	$81.7K	Buy	+23,812	New	+$81.7K	﹤0.01%	3044