Creative Planning
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Creative Planning’s Tompkins Financial TMP Stock Holding History

Creative Planning’s Portfolio TMP Stock Details TMP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$832K Sell
2025
Q2 		$824K Buy
2025
Q1 		$748K Buy
2024
Q4 		$486K Buy
2024
Q1 		– Sell
2023
Q4 		$429K Buy
2016
Q1 		– Sell
2015
Q4 		$12K Buy
2015
Q3 		$3K Buy
2014
Q4 		– Sell
2014
Q3 		$0 Buy