Creative Planning
TBA

Creative Planning’s Thoma Bravo Advantage TBA Stock Holding History

Creative Planning’s Portfolio TBA Stock Details TBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-30,418
Closed -$318K – 2460
2021
Q1 		$318K Buy
+30,418
New +$318K ﹤0.01% 1739