Creative Planning’s PROS Holdings PRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,445	Closed	-$579K	–	3684
2025 Q1	$579K	Buy	30,445 +6,216	+26%	+$118K	﹤0.01%	2155
2024 Q4	$532K	Buy	24,229 +10,765	+80%	+$236K	﹤0.01%	2154
2024 Q3	$249K	Buy	+13,464	New	+$249K	﹤0.01%	2683