Creative Planning
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Creative Planning’s Atlas Energy Solutions AESI Stock Holding History

Creative Planning’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$160K Sell
11,992
-4,842
-29% -$64.7K ﹤0.01% 3293
2025
Q1 		$300K Buy
+16,834
New +$300K ﹤0.01% 2741