Creative Planning
NOVN

Creative Planning’s Novan, Inc. Common Stock NOVN Stock Holding History

Creative Planning’s Portfolio NOVN Stock Details NOVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-36,000
Closed -$15.5K – 3093
2023
Q2 		$15.5K Sell
36,000
-25
-0.1% -$26 ﹤0.01% 2520
2023
Q1 		$46.8K Hold
36,025
– – ﹤0.01% 2350
2022
Q4 		$52.6K Hold
36,025
– – ﹤0.01% 2221
2022
Q3 		$67K Hold
36,025
– – ﹤0.01% 2090
2022
Q2 		$84K Hold
36,025
– – ﹤0.01% 1991
2022
Q1 		$142K Hold
36,025
– – ﹤0.01% 1943
2021
Q4 		$150K Buy
+36,025
New +$216K ﹤0.01% 1912

Other funds holding NOVN

OHWP
Oak Harbor Wealth Partners Raleigh, North Carolina $427M AUM 20.88% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return