Creative Planning

Creative Planning’s National Research Corp Class B NRCIB Stock Holding History

Creative Planning’s Portfolio NRCIB Stock Details NRCIB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell
2018 Q1	$227K	Hold
2017 Q4	$255K	Buy
2017 Q3	–	Sell
2017 Q2	$76K	Hold
2017 Q1	$63K	Hold
2016 Q4	$67K	Buy
2016 Q3	$2K	Buy