Creative Planning
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Creative Planning’s Sezzle SEZL Stock Holding History

Creative Planning’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.81M Sell
15,674
-378
-2% -$67.8K ﹤0.01% 1073
2025
Q1 		$560K Sell
16,052
-580
-3% -$20.2K ﹤0.01% 2179
2024
Q4 		$709K Buy
16,632
+3,156
+23% +$135K ﹤0.01% 1908
2024
Q3 		$383K Buy
+13,476
New +$383K ﹤0.01% 2332