Creative Planning
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Creative Planning’s CaliberCos CWD Stock Holding History

Creative Planning’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-572
Closed -$6.33K – 3620
2025
Q1 		$6.33K Sell
572
-500
-47% -$5.54K ﹤0.01% 3412
2024
Q4 		$15K Hold
1,072
– – ﹤0.01% 3346
2024
Q3 		$13.4K Buy
+1,072
New +$13.4K ﹤0.01% 3161