Creative Planning
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Creative Planning’s Clearwater Analytics CWAN Stock Holding History

Creative Planning’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$480K Sell
21,910
-24,861
-53% -$545K ﹤0.01% 2494
2025
Q1 		$1.25M Buy
46,771
+13,450
+40% +$360K ﹤0.01% 1526
2024
Q4 		$917K Buy
33,321
+13,332
+67% +$367K ﹤0.01% 1700
2024
Q3 		$505K Buy
+19,989
New +$505K ﹤0.01% 2103