Creative Planning’s CCC Intelligent Solutions CCCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$332K	Buy	+35,244	New	+$332K	﹤0.01%	2807
2025 Q1	–	Sell	-147	Closed	-$1.72K	–	3474
2024 Q4	$1.72K	Buy	+147	New	+$1.72K	﹤0.01%	3452