Creative Planning
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Creative Planning’s ALPS Active REIT ETF REIT Stock Holding History

Creative Planning’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-30
Closed -$684 – 2952
2023
Q3 		$684 Buy
+30
New +$684 ﹤0.01% 2773