Creative Planning
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Creative Planning’s United States Lime & Minerals USLM Stock Holding History

Creative Planning’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$541K Sell
5,422
-482
-8% -$48.1K ﹤0.01% 2399
2025
Q1 		$522K Buy
5,904
+2,430
+70% +$215K ﹤0.01% 2239
2024
Q4 		$461K Buy
3,474
+835
+32% +$111K ﹤0.01% 2296
2024
Q3 		$258K Buy
+2,639
New +$258K ﹤0.01% 2650