Creative Planning
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Creative Planning’s Dave Inc DAVE Stock Holding History

Creative Planning’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Buy
5,112
+188
+4% +$50.5K ﹤0.01% 1603
2025
Q1 		$407K Buy
4,924
+265
+6% +$21.9K ﹤0.01% 2481
2024
Q4 		$405K Buy
+4,659
New +$405K ﹤0.01% 2417