Creative Planning
AGTI

Creative Planning’s Agiliti, Inc. AGTI Stock Holding History

Creative Planning’s Portfolio AGTI Stock Details AGTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,025
Closed -$127K – 2951
2023
Q4 		$127K Sell
16,025
-2,836
-15% -$22.5K ﹤0.01% 2528
2023
Q3 		$122K Buy
+18,861
New +$122K ﹤0.01% 2349