Creative Planning
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Creative Planning’s Franklin Covey FC Stock Holding History

Creative Planning’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$217K Buy
+9,528
New +$217K ﹤0.01% 3151
2025
Q1 		– Sell
-10,202
Closed -$383K – 3519
2024
Q4 		$383K Buy
10,202
+2,893
+40% +$109K ﹤0.01% 2462
2024
Q3 		$301K Buy
+7,309
New +$301K ﹤0.01% 2516