Creative Planning
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Creative Planning’s Integral Ad Science IAS Stock Holding History

Creative Planning’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$122K Buy
+14,699
New +$122K ﹤0.01% 3369
2025
Q1 		– Sell
-11,059
Closed -$115K – 3555
2024
Q4 		$115K Buy
+11,059
New +$115K ﹤0.01% 3121