Creative Planning’s Teads Holding Co. Common Stock TEAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$71.8K	Sell	28,935 -1,908	-6%	-$4.73K	﹤0.01%	3457
2025 Q1	$115K	Buy	+30,843	New	+$115K	﹤0.01%	3207
2023 Q1	–	Sell	-10,335	Closed	-$37.4K	–	2610
2022 Q4	$37.4K	Buy	+10,335	New	+$37.4K	﹤0.01%	2243