Creative Planning
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Creative Planning’s Carter Bankshares CARE Stock Holding History

Creative Planning’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$330K Buy
+19,015
New +$330K ﹤0.01% 2815
2023
Q4 		– Sell
-376
Closed -$4.71K – 2761
2023
Q3 		$4.71K Buy
+376
New +$4.71K ﹤0.01% 2685