Creative Planning
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Creative Planning’s Consensus Cloud Solutions CCSI Stock Holding History

Creative Planning’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,274
Closed -$260K – 3614
2025
Q1 		$260K Sell
11,274
-1,633
-13% -$37.7K ﹤0.01% 2866
2024
Q4 		$308K Buy
12,907
+809
+7% +$19.3K ﹤0.01% 2636
2024
Q3 		$285K Buy
+12,098
New +$285K ﹤0.01% 2557