Creative Planning
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Creative Planning’s Wave Life Sciences WVE Stock Holding History

Creative Planning’s Portfolio WVE Stock Details WVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$74.6K Buy
11,484
+861
+8% +$5.6K ﹤0.01% 3452
2025
Q1 		$85.8K Buy
+10,623
New +$85.8K ﹤0.01% 3257
2020
Q4 		– Sell
-10,000
Closed -$85K – 2195
2020
Q3 		$85K Buy
+10,000
New +$85K ﹤0.01% 1806