Creative Planning
CTM icon

Creative Planning’s Castellum CTM Stock Holding History

Creative Planning’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.5K Hold
10,000
– – ﹤0.01% 3575
2025
Q1 		$10.6K Buy
+10,000
New +$10.6K ﹤0.01% 3402