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Agiliti shares owned by Creative Planning

Quarter-by-quarter ownership of Agiliti (AGTI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Agiliti

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All positions including Agiliti held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agiliti by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $127k 16k 7.92
2023-09-30 $122k 19k 6.49

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Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
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View all positions for Creative Planning

Top funds holding Agiliti

Thomas H. Lee Partners
BlackRock
Fil
Vanguard Group
Glazer Capital
Fred Alger Management
Geode Capital Management
Millennium Management
Morgan Stanley
Dimensional Fund Advisors
Northern Trust
Qube Research & Technologies
Parallax Volatility Advisers
D. E. Shaw & Co
Bank of New York Mellon

View all funds holding Agiliti