Creative Planning’s LifeMD LFMD Stock Holding History

Creative Planning’s Portfolio LFMD Stock Details LFMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,985	Closed	-$272K	–	3970
2025 Q2	$272K	Buy	+19,985	New	+$189K	﹤0.01%	2984

Other funds holding LFMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's LFMD Position: Q3 2025 in Review

Creative Planning sold out of LifeMD (LFMD) in Q3 2025, closing a stake of 19,985 shares — an estimated $272K sold.

Creative Planning first reported a position in LFMD in Q2 2025 and held it in 1 quarter. The position peaked at $272K in Q2 2025. 114 funds tracked by Wall St. Rank hold LFMD as of Q3 2025.

Creative Planning reported no remaining LifeMD position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 19,985 LifeMD shares in Q3 2025, an estimated $272K.
Creative Planning first reported a position in LifeMD in Q2 2025 and held it in 1 quarter.
Creative Planning's LifeMD position peaked at $272K in Q2 2025.
114 funds tracked by Wall St. Rank held LifeMD as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.