Creative Planning
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Creative Planning’s Alpha Pro Tech APT Stock Holding History

Creative Planning’s Portfolio APT Stock Details APT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$310K Buy
2016
Q3 		– Sell
2016
Q2 		$9K Buy
2015
Q4 		– Sell
2015
Q3 		$1K Buy
2015
Q2 		– Sell
2015
Q1 		$2K Sell
2014
Q4 		$3K Buy