Cardlytics shares owned by Creative Planning
Quarter-by-quarter ownership of Cardlytics (CDLX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Cardlytics
Tip: Access up to 7 years of quarterly data
All positions including Cardlytics held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Cardlytics by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $167k | 18k | 9.21 |
| 2023-09-30 | $298k | 18k | 16.50 |
| 2023-06-30 | $112k | 18k | 6.32 |
| 2023-03-31 | $60k | 18k | 3.40 |