Creative Planning
LGVN

Creative Planning’s Longeveron LGVN Stock Holding History

Creative Planning’s Portfolio LGVN Stock Details LGVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,200
Closed -$21.7K – 3645
2024
Q3 		$21.7K Hold
11,200
– – ﹤0.01% 3148
2024
Q2 		$18K Buy
11,200
+267
+2% +$467 ﹤0.01% 2990
2024
Q1 		$35.5K Buy
10,933
+1
+0% +$7 ﹤0.01% 2806
2023
Q4 		$149K Hold
10,932
– – ﹤0.01% 2506
2023
Q3 		$256K Hold
10,932
– – ﹤0.01% 2060
2023
Q2 		$370K Buy
+10,932
New +$347K ﹤0.01% 1750

Other funds holding LGVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's LGVN Position: Q4 2024 in Review

Creative Planning sold out of Longeveron (LGVN) in Q4 2024, closing a stake of 11,200 shares — an estimated $21.7K sold.

Creative Planning first reported a position in LGVN in Q2 2023 and held it in 6 quarters. The position peaked at $370K in Q2 2023. 24 funds tracked by Wall St. Rank hold LGVN as of Q4 2024.

  • Creative Planning reported no remaining Longeveron position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 11,200 Longeveron shares in Q4 2024, an estimated $21.7K.
  • Creative Planning first reported a position in Longeveron in Q2 2023 and held it in 6 quarters.
  • Creative Planning's Longeveron position peaked at $370K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held Longeveron as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.