Creative Planning
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Creative Planning’s Perella Weinberg Partners PWP Stock Holding History

Creative Planning’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$736K Buy
37,883
+16,928
+81% +$329K ﹤0.01% 2107
2025
Q1 		$386K Sell
20,955
-2,085
-9% -$38.4K ﹤0.01% 2531
2024
Q4 		$549K Buy
+23,040
New +$549K ﹤0.01% 2130