Creative Planning
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Creative Planning’s Zeta Global ZETA Stock Holding History

Creative Planning’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Sell
18,483
-2,667
-13% -$41.3K ﹤0.01% 2925
2025
Q1 		$287K Buy
21,150
+5,694
+37% +$77.2K ﹤0.01% 2793
2024
Q4 		$278K Sell
15,456
-7,888
-34% -$142K ﹤0.01% 2717
2024
Q3 		$696K Buy
+23,344
New +$696K ﹤0.01% 1819