Creative Planning’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,778	Closed	-$9K	–	4231
2017 Q2	$9K	Hold	3,778	–	–	﹤0.01%	3715
2017 Q1	$9K	Sell	3,778 -3,000	-44%	-$6.89K	﹤0.01%	3683
2016 Q4	$17K	Buy	6,778 +2,689	+66%	+$6.25K	﹤0.01%	3197
2016 Q3	$9K	Hold	4,089	–	–	﹤0.01%	3607
2016 Q2	$10K	Hold	4,089	–	–	﹤0.01%	3274
2016 Q1	$10K	Hold	4,089	–	–	﹤0.01%	3257
2015 Q4	$11K	Hold	4,089	–	–	﹤0.01%	3270
2015 Q3	$9K	Buy	+4,089	New	+$11.3K	﹤0.01%	3293
2015 Q2	–	Sell	-4,089	Closed	-$16K	–	3484
2015 Q1	$16K	Sell	4,089 -2,000	-33%	-$7.81K	﹤0.01%	2893
2014 Q4	$24K	Buy	6,089 +2,000	+49%	+$7.91K	﹤0.01%	2537
2014 Q3	$17K	Hold	4,089	–	–	﹤0.01%	2646
2014 Q2	$13K	Hold	4,089	–	–	﹤0.01%	2756
2014 Q1	$12K	Hold	4,089	–	–	﹤0.01%	2686
2013 Q4	$13K	Hold	4,089	–	–	﹤0.01%	2439
2013 Q3	$7K	Hold	4,089	–	–	﹤0.01%	2629
2013 Q2	$7K	Buy	+4,089	New	+$6.38K	﹤0.01%	2434