Creative Planning
AVO icon

Creative Planning’s Mission Produce AVO Stock Holding History

Creative Planning’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Buy
25,882
+168
+0.7% +$2.24K ﹤0.01% 3287
2025
Q4 		$298K Buy
25,714
+10,788
+72% +$129K ﹤0.01% 3241
2025
Q3 		$179K Buy
14,926
+425
+3% +$5.25K ﹤0.01% 3530
2025
Q2 		$170K Buy
+14,501
New +$157K ﹤0.01% 3287
2025
Q1 		– Sell
-12,711
Closed -$183K – 3486
2024
Q4 		$183K Buy
12,711
+1,485
+13% +$19.2K ﹤0.01% 3000
2024
Q3 		$144K Buy
11,226
+858
+8% +$9.51K ﹤0.01% 2941
2024
Q2 		$102K Sell
10,368
-1,109
-10% -$12.7K ﹤0.01% 2834
2024
Q1 		$136K Buy
+11,477
New +$122K ﹤0.01% 2653

Other funds holding AVO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM