Creative Planning
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Creative Planning’s Xperi XPER Stock Holding History

Creative Planning’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$135K Buy
+17,050
New +$135K ﹤0.01% 3349
2025
Q1 		– Sell
-11,787
Closed -$121K – 3718
2024
Q4 		$121K Buy
+11,787
New +$121K ﹤0.01% 3111