Creative Planning
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Creative Planning’s Immersion IMMR Stock Holding History

Creative Planning’s Portfolio IMMR Stock Details IMMR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$563K Buy
2021
Q1 		– Sell
2020
Q4 		$134K Buy
2016
Q1 		– Sell
2015
Q4 		$2K Buy
2014
Q1 		– Sell
2013
Q4 		$19K Buy