Creative Planning
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Creative Planning’s First Bank FRBA Stock Holding History

Creative Planning’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,000
Closed -$32.3K – 2829
2023
Q3 		$32.3K Buy
+3,000
New +$32.3K ﹤0.01% 2517