Creative Planning
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Creative Planning’s Patria Investments PAX Stock Holding History

Creative Planning’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$866K Buy
61,573
+25,293
+70% +$356K ﹤0.01% 1977
2025
Q1 		$410K Sell
36,280
-23,619
-39% -$267K ﹤0.01% 2476
2024
Q4 		$697K Buy
+59,899
New +$697K ﹤0.01% 1918