Creative Planning
XTIA icon

Creative Planning’s XTI Aerospace XTIA Stock Holding History

Creative Planning’s Portfolio XTIA Stock Details XTIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Hold
0
– -$4K – 2114
2019
Q4 		– Hold
0
– – – 1941
2019
Q3 		– Hold
0
– – – 1960
2017
Q3 		– Hold
0
– -$1K – 3778
2017
Q2 		– Hold
0
– – – 4520

Other funds holding XTIA

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return