Creative Planning
LLYVA icon

Creative Planning’s Liberty Live Group Series A LLYVA Stock Holding History

Creative Planning’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Sell
11,484
-1,462
-11% -$128K ﹤0.01% 2415
2025
Q4 		$1.06M Buy
12,946
+1,815
+16% +$151K ﹤0.01% 2237
2025
Q3 		$1.05M Buy
11,131
+2,204
+25% +$194K ﹤0.01% 2066
2025
Q2 		$710K Buy
8,927
+2,429
+37% +$176K ﹤0.01% 2145
2025
Q1 		$437K Buy
6,498
+1,971
+44% +$137K ﹤0.01% 2412
2024
Q4 		$301K Buy
+4,527
New +$281K ﹤0.01% 2663
2023
Q4 		– Sell
-11
Closed -$352 – 2938
2023
Q3 		$352 Buy
+11
New +$361 ﹤0.01% 2858

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM