Creative Planning
AIXC

Creative Planning’s AIxCrypto Holdings Inc AIXC Stock Holding History

Creative Planning’s Portfolio AIXC Stock Details AIXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-55
Closed -$16K – 2423
2022
Q2 		$16K Hold
55
– – ﹤0.01% 2161
2022
Q1 		$18K Buy
+55
New +$21.5K ﹤0.01% 2151
2019
Q3 		– Sell
-1
Closed -$14K – 2082
2019
Q2 		$14K Hold
1
– – ﹤0.01% 1916
2019
Q1 		$11K Buy
+1
New +$9.41K ﹤0.01% 1872
2018
Q1 		– Sell
-1
Closed -$31K – 2107
2017
Q4 		$31K Hold
1
– – ﹤0.01% 1834
2017
Q3 		$33K Hold
1
– – ﹤0.01% 1811
2017
Q2 		$55K Buy
+1
New +$95.8K ﹤0.01% 2450
2017
Q1 		– Hold
0
– – – 2130
2016
Q4 		– Hold
0
– – – 1868
2016
Q3 		– Hold
0
– – – 2185

Other funds holding AIXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return