Creative Planning
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Creative Planning’s Cardlytics CDLX Stock Holding History

Creative Planning’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$30.5K Hold
2025
Q1 		$33.7K Sell
2024
Q4 		$77.4K Sell
2024
Q3 		$94.5K Buy
2024
Q2 		$179K Buy
2024
Q1 		$263K Buy
2023
Q4 		$167K Buy
2023
Q3 		$298K Buy
2023
Q2 		$112K Buy
2023
Q1 		$60.2K Buy