Creative Planning’s illumin Holdings Inc. Common Shares ILLM Stock Holding History

Creative Planning’s Portfolio ILLM Stock Details ILLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-57,000	Closed	-$96.3K	–	3099
2023 Q2	$96.3K	Buy	+57,000	New	+$91.3K	﹤0.01%	2352

Other funds holding ILLM

LCM

Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's ILLM Position: Q3 2023 in Review

Creative Planning sold out of illumin Holdings Inc. Common Shares (ILLM) in Q3 2023, closing a stake of 57,000 shares — an estimated $96.3K sold.

Creative Planning first reported a position in ILLM in Q2 2023 and held it in 1 quarter. The position peaked at $96.3K in Q2 2023. 2 funds tracked by Wall St. Rank hold ILLM as of Q3 2023.

Creative Planning reported no remaining illumin Holdings Inc. Common Shares position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 57,000 illumin Holdings Inc. Common Shares shares in Q3 2023, an estimated $96.3K.
Creative Planning first reported a position in illumin Holdings Inc. Common Shares in Q2 2023 and held it in 1 quarter.
Creative Planning's illumin Holdings Inc. Common Shares position peaked at $96.3K in Q2 2023.
2 funds tracked by Wall St. Rank held illumin Holdings Inc. Common Shares as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.