Creative Planning
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Creative Planning’s Scholar Rock SRRK Stock Holding History

Creative Planning’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$736K Buy
20,767
+1,045
+5% +$37K ﹤0.01% 2108
2025
Q1 		$634K Buy
19,722
+2,028
+11% +$65.2K ﹤0.01% 2073
2024
Q4 		$765K Buy
17,694
+3,283
+23% +$142K ﹤0.01% 1865
2024
Q3 		$115K Buy
+14,411
New +$115K ﹤0.01% 2987