Creative Planning
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Creative Planning’s Rubrik RBRK Stock Holding History

Creative Planning’s Portfolio RBRK Stock Details RBRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$418K Buy
4,668
+236
+5% +$21.1K ﹤0.01% 2618
2025
Q1 		$270K Buy
4,432
+880
+25% +$53.7K ﹤0.01% 2841
2024
Q4 		$232K Buy
+3,552
New +$232K ﹤0.01% 2859