Creative Planning
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Creative Planning’s Phinia Inc PHIN Stock Holding History

Creative Planning’s Portfolio PHIN Stock Details PHIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Sell
6,256
-2,406
-28% -$107K ﹤0.01% 2952
2025
Q1 		$368K Buy
8,662
+3,751
+76% +$159K ﹤0.01% 2567
2024
Q4 		$237K Buy
4,911
+508
+12% +$24.5K ﹤0.01% 2840
2024
Q3 		$203K Buy
+4,403
New +$203K ﹤0.01% 2825