Creative Planning
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Creative Planning’s ZipRecruiter ZIP Stock Holding History

Creative Planning’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$149K Buy
29,838
+5,069
+20% +$25.4K ﹤0.01% 3314
2025
Q1 		$146K Buy
24,769
+24,168
+4,021% +$142K ﹤0.01% 3153
2024
Q4 		$4.35K Sell
601
-30,936
-98% -$224K ﹤0.01% 3400
2024
Q3 		$300K Buy
+31,537
New +$300K ﹤0.01% 2519