Creative Planning

Creative Planning’s Sitio Royalties STR Stock Holding History

Creative Planning’s Portfolio STR Stock Details STR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$932K	Buy
2025 Q1	$897K	Buy
2024 Q4	$432K	Buy
2024 Q3	$433K	Sell
2024 Q2	$507K	Buy
2024 Q1	$337K	Buy
2023 Q2	–	Sell
2023 Q1	$1.02K	Buy