Creative Planning
PLAN

Creative Planning’s Anaplan, Inc. PLAN Stock Holding History

Creative Planning’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,166
Closed -$254K – 2192
2021
Q3 		$254K Buy
+4,166
New +$254K ﹤0.01% 1697