Creative Planning
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Creative Planning’s Flushing Financial FFIC Stock Holding History

Creative Planning’s Portfolio FFIC Stock Details FFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,188
Closed -$168K – 2884
2023
Q4 		$168K Sell
10,188
-1,863
-15% -$30.7K ﹤0.01% 2475
2023
Q3 		$158K Buy
+12,051
New +$158K ﹤0.01% 2295