Creative Planning
OPB

Creative Planning’s Opus Bank Common Stock OPB Stock Holding History

Creative Planning’s Portfolio OPB Stock Details OPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
2018
Q3 		$1.63M Sell
2018
Q2 		$1.78M Buy
2017
Q3 		– Sell
2017
Q2 		$143K Hold
2017
Q1 		$119K Hold
2016
Q4 		$177K Sell
2016
Q3 		$317K Buy
2016
Q2 		$199K Buy