Creative Planning
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Creative Planning’s Summit State Bank SSBI Stock Holding History

Creative Planning’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$149K Hold
13,750
– – ﹤0.01% 3315
2025
Q1 		$127K Hold
13,750
– – ﹤0.01% 3188
2024
Q4 		$105K Hold
13,750
– – ﹤0.01% 3138
2024
Q3 		$116K Buy
+13,750
New +$116K ﹤0.01% 2983