Creative Planning
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Creative Planning’s Annexon ANNX Stock Holding History

Creative Planning’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,673
Closed -$75.3K – 3449
2024
Q4 		$75.3K Sell
14,673
-20,106
-58% -$103K ﹤0.01% 3182
2024
Q3 		$206K Buy
34,779
+7,914
+29% +$46.9K ﹤0.01% 2813
2024
Q2 		$132K Buy
+26,865
New +$132K ﹤0.01% 2772