Creative Planning
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Creative Planning’s Rentokil RTO Stock Holding History

Creative Planning’s Portfolio RTO Stock Details RTO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$970K Buy
2025
Q2 		$393K Buy
2025
Q1 		– Sell
2024
Q4 		$1.07M Sell
2024
Q3 		$1.11M Sell
2024
Q2 		$1.36M Buy
2024
Q1 		$1M Buy
2023
Q4 		$317K Sell
2023
Q3 		$512K Sell
2023
Q2 		$609K Buy
2023
Q1 		$382K Buy