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Connectone Banc shares owned by Creative Planning

Quarter-by-quarter ownership of Connectone Banc (CNOB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Connectone Banc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Connectone Banc by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $607k 27k 22.91
2023-09-30 $274k 15k 17.83
2023-06-30 $247k 15k 16.59
2023-03-31 $233k 13k 17.68

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)
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 Connectone Banc

Dimensional Fund Advisors
Vanguard Group
Jpmorgan Chase & Co
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Bank of America Corporation
Brandywine Global Investment Management
Charles Schwab Investment Management
Knights of Columbus Asset Advisors
Earnest Partners
Bank of New York Mellon
Alliancebernstein
State of New Jersey Common Pension Fund D
AQR Capital Management
Barclays

View all funds holding Connectone Banc