Creative Planning
AKP

Creative Planning’s Alliance Californa Muni Fd AKP Stock Holding History

Creative Planning’s Portfolio AKP Stock Details AKP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
2015
Q1 		$51K Sell
2014
Q4 		$63K Buy
2014
Q3 		$50K Hold
2014
Q2 		$48K Hold
2014
Q1 		$47K Hold
2013
Q4 		$45K Hold
2013
Q3 		$45K Hold
2013
Q2 		$48K Buy