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Cambridge Ban shares owned by Creative Planning

Quarter-by-quarter ownership of Cambridge Ban (CATC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Cambridge Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cambridge Ban by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $459k 6.6k 69.40
2023-09-30 $225k 3.6k 62.29

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)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Cambridge Ban

Vanguard Group
Wellington Management Company
Cambridge Trust Company
Dimensional Fund Advisors
Endeavour Capital Advisors
Polaris Capital Management
Alliancebernstein
Hotchkis and Wiley Capital Management
Millennium Management
Arp Americas
Bank of New York Mellon
Royal Bank of Canada
Sentinel Pension Advisors
Brown Advisory Holdings Incorporated
Amica Mutual Insurance Company

View all funds holding Cambridge Ban