Creative Planning
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Creative Planning’s Innovative Eyewear LUCY Stock Holding History

Creative Planning’s Portfolio LUCY Stock Details LUCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,446
Closed -$24.2K – 3229
2024
Q2 		$24.2K Buy
2,446
+1,631
+200% +$16.1K ﹤0.01% 2952
2024
Q1 		$4.45K Buy
+815
New +$4.45K ﹤0.01% 2841