Creative Planning
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Creative Planning’s CareCloud CCLD Stock Holding History

Creative Planning’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$157K Sell
66,350
-3,741
-5% -$8.83K ﹤0.01% 3299
2025
Q1 		$97.4K Buy
+70,091
New +$97.4K ﹤0.01% 3244
2017
Q3 		– Sell
-4,000
Closed -$6K – 2122
2017
Q2 		$6K Buy
+4,000
New +$6K ﹤0.01% 3836