Creative Planning
CRMD icon

Creative Planning’s CorMedix CRMD Stock Holding History

Creative Planning’s Portfolio CRMD Stock Details CRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$185K Sell
27,276
-9,468
-26% -$70K ﹤0.01% 3761
2025
Q4 		$427K Buy
36,744
+2,038
+6% +$22.5K ﹤0.01% 2971
2025
Q3 		$404K Buy
34,706
+287
+0.8% +$3.47K ﹤0.01% 2913
2025
Q2 		$424K Sell
34,419
-8,631
-20% -$95.3K ﹤0.01% 2613
2025
Q1 		$265K Buy
43,050
+15,562
+57% +$161K ﹤0.01% 2859
2024
Q4 		$223K Buy
27,488
+11,571
+73% +$116K ﹤0.01% 2893
2024
Q3 		$129K Buy
+15,917
New +$86.1K ﹤0.01% 2965
2019
Q1 		– Sell
-6,640
Closed -$43K – 2008
2018
Q4 		$43K Buy
+6,640
New +$44.4K ﹤0.01% 1726
2017
Q1 		– Sell
-262
Closed -$2K – 4681
2016
Q4 		$2K Hold
262
– – ﹤0.01% 4245
2016
Q3 		$3K Buy
+262
New +$2.45K ﹤0.01% 4075

Other funds holding CRMD

DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM