Creative Planning
IBTX

Creative Planning’s Independent Bank Group, Inc. IBTX Stock Holding History

Creative Planning’s Portfolio IBTX Stock Details IBTX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$45.6K Buy
2020
Q4 		– Sell
2020
Q3 		$726K Hold
2020
Q2 		$666K Hold
2020
Q1 		$389K Hold
2019
Q4 		$912K Buy
2016
Q4 		– Sell
2016
Q3 		$8K Buy
2014
Q2 		– Sell
2014
Q1 		$4K Buy