Creative Planning
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Creative Planning’s UFP Technologies UFPT Stock Holding History

Creative Planning’s Portfolio UFPT Stock Details UFPT 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 		– Sell
2025
Q2 		$279K Sell
2025
Q1 		$328K Buy
2024
Q4 		$3.42K Sell
2024
Q3 		$231K Buy
2017
Q3 		– Sell
2017
Q2 		$14K Hold
2017
Q1 		$13K Sell
2016
Q4 		$41K Hold
2016
Q3 		$42K Buy