Creative Planning
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Creative Planning’s Freshworks FRSH Stock Holding History

Creative Planning’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Buy
84,442
+5,908
+8% +$88.1K ﹤0.01% 1663
2025
Q1 		$1.11M Buy
78,534
+24,967
+47% +$352K ﹤0.01% 1634
2024
Q4 		$866K Buy
53,567
+11,561
+28% +$187K ﹤0.01% 1743
2024
Q3 		$482K Buy
+42,006
New +$482K ﹤0.01% 2142