Creative Planning
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Creative Planning’s ON24 ONTF Stock Holding History

Creative Planning’s Portfolio ONTF Stock Details ONTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,084
Closed -$90K – 2883
2023
Q2 		$90K Sell
11,084
-127
-1% -$1.03K ﹤0.01% 2346
2023
Q1 		$98.2K Sell
11,211
-187
-2% -$1.64K ﹤0.01% 2248
2022
Q4 		$98.4K Buy
+11,398
New +$98.4K ﹤0.01% 2138