Creative Planning
PSNY icon

Creative Planning’s Gores Guggenheim PSNY Stock Holding History

Creative Planning’s Portfolio PSNY Stock Details PSNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.5K Sell
2025
Q1 		$20.4K Buy
2024
Q4 		$14.7K Buy
2024
Q3 		$23.7K Buy
2024
Q2 		$10K Buy
2024
Q1 		$19.6K Buy
2023
Q4 		$28.4K Sell
2023
Q3 		$33.7K Sell
2023
Q2 		$64K Buy