Creative Planning
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Creative Planning’s CareDx CDNA Stock Holding History

Creative Planning’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,537
Closed -$204K – 3577
2024
Q3 		$204K Buy
+6,537
New +$204K ﹤0.01% 2820
2023
Q2 		– Sell
-53
Closed -$485 – 2562
2023
Q1 		$485 Buy
+53
New +$485 ﹤0.01% 2497