Creative Planning
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Creative Planning’s Zevia ZVIA Stock Holding History

Creative Planning’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-237
Closed -$913 – 2720
2023
Q1 		$913 Buy
+237
New +$913 ﹤0.01% 2458