Creative Planning
MNTS icon

Creative Planning’s Momentus MNTS Stock Holding History

Creative Planning’s Portfolio MNTS Stock Details MNTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– -$4 – 2893
2023
Q3 		– Hold
0
– – – 2808
2021
Q2 		– Sell
-27
Closed -$250K – 2198
2021
Q1 		$250K Buy
+27
New +$250K ﹤0.01% 1883