Creative Planning

Creative Planning’s Pacific Premier Bancorp PPBI Stock Holding History

Creative Planning’s Portfolio PPBI Stock Details PPBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$416K	Sell
2024 Q3	$427K	Buy
2017 Q3	–	Sell
2017 Q2	$18K	Sell
2017 Q1	$27K	Buy
2016 Q4	$18K	Sell
2016 Q3	$18K	Hold
2016 Q2	$16K	Buy