Creative Planning
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Creative Planning’s N-able NABL Stock Holding History

Creative Planning’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.98M Buy
244,492
+166,697
+214% +$1.35M ﹤0.01% 1317
2025
Q1 		$552K Buy
77,795
+66,296
+577% +$470K ﹤0.01% 2192
2024
Q4 		$107K Buy
+11,499
New +$107K ﹤0.01% 3134