Creative Planning
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Creative Planning’s Lifezone Metals LZM Stock Holding History

Creative Planning’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$449K Sell
108,951
-16,204
-13% -$66.8K ﹤0.01% 2554
2025
Q1 		$523K Buy
125,155
+47,151
+60% +$197K ﹤0.01% 2237
2024
Q4 		$542K Buy
78,004
+53,109
+213% +$369K ﹤0.01% 2142
2024
Q3 		$174K Buy
+24,895
New +$174K ﹤0.01% 2885