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Investment Managers Ser Tr I shares owned by Creative Planning

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $358k 9.7k 36.68

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Investment Managers Ser Tr I

IMPACTfolio
WCG Wealth Advisors
PFG Investments
Raymond James Financial Services Advisors
Colorado Capital Management
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Private Advisor
Cambridge Investment Research Advisors
Seeds Investor
Advisor Group Holdings
Susquehanna International
Citadel Advisors
Arjuna Capital

View all funds holding Investment Managers Ser Tr I