Creative Planning
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Creative Planning’s Citizens Financial Services CZFS Stock Holding History

Creative Planning’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,216
Closed -$204K – 2875
2023
Q4 		$204K Buy
3,216
+125
+4% +$7.93K ﹤0.01% 2406
2023
Q3 		$145K Buy
+3,091
New +$145K ﹤0.01% 2316