Creative Planning
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Creative Planning’s Trupanion TRUP Stock Holding History

Creative Planning’s Portfolio TRUP Stock Details TRUP 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 		$527K Sell
2025
Q2 		$693K Buy
2025
Q1 		$300K Buy
2024
Q4 		$6.84K Buy
2023
Q4 		– Sell
2023
Q3 		$9.98K Buy
2017
Q3 		– Sell
2017
Q2 		$26K Hold
2017
Q1 		$16K Buy
2016
Q4 		$17K Buy
2016
Q3 		$1K Buy