Creative Planning
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Creative Planning’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Creative Planning’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$13.1K – 2980
2023
Q3 		$13.1K Buy
+500
New +$13.1K ﹤0.01% 2595