Creative Planning
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Creative Planning’s TKO Group TKO Stock Holding History

Creative Planning’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.23M Buy
2025
Q1 		$1.7M Buy
2024
Q4 		$1.44M Buy
2024
Q3 		$1.24M Buy
2024
Q2 		$1.08M Buy
2024
Q1 		$792K Sell
2023
Q4 		$821K Sell
2023
Q3 		$1M Buy