Creative Planning
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Creative Planning’s Liquidia Corp LQDA Stock Holding History

Creative Planning’s Portfolio LQDA Stock Details LQDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Buy
40,031
+4,203
+12% +$156K ﹤0.01% 2131
2025
Q4 		$1.24M Buy
35,828
+7,530
+27% +$214K ﹤0.01% 2113
2025
Q3 		$643K Buy
28,298
+1,458
+5% +$31.6K ﹤0.01% 2514
2025
Q2 		$334K Buy
26,840
+7,765
+41% +$115K ﹤0.01% 2806
2025
Q1 		$281K Buy
19,075
+18,930
+13,055% +$276K ﹤0.01% 2814
2024
Q4 		$1.71K Sell
145
-16,878
-99% -$184K ﹤0.01% 3475
2024
Q3 		$170K Buy
+17,023
New +$186K ﹤0.01% 2893
2023
Q4 		– Sell
-350
Closed -$2.22K – 2942
2023
Q3 		$2.22K Buy
+350
New +$2.52K ﹤0.01% 2797

Other funds holding LQDA

FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
CP
Caligan Partners New York $1.41B AUM 518.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OM
Opaleye Management Boston, Massachusetts $758M AUM 124.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return