Creative Planning
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Creative Planning’s DocGo DCGO Stock Holding History

Creative Planning’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,278
Closed -$77.5K – 3493
2024
Q4 		$77.5K Buy
+18,278
New +$77.5K ﹤0.01% 3178