Creative Planning
KVYO icon

Creative Planning’s Klaviyo KVYO Stock Holding History

Creative Planning’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$615K Buy
18,307
+1,304
+8% +$43.8K ﹤0.01% 2271
2025
Q1 		$515K Buy
17,003
+833
+5% +$25.2K ﹤0.01% 2251
2024
Q4 		$667K Buy
16,170
+9,000
+126% +$371K ﹤0.01% 1958
2024
Q3 		$254K Buy
+7,170
New +$254K ﹤0.01% 2661