Creative Planning
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Creative Planning’s Alector ALEC Stock Holding History

Creative Planning’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,117
Closed -$89.1K – 3555
2024
Q3 		$89.1K Buy
19,117
+6,723
+54% +$31.3K ﹤0.01% 3037
2024
Q2 		$56.3K Buy
+12,394
New +$56.3K ﹤0.01% 2898