Ni Hldgs shares owned by Creative Planning
Historical chart of Creative Planning investment in Ni Hldgs
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All positions including Ni Hldgs held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ni Hldgs by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $205k | 14k | 15.15 |
| 2023-12-31 | $176k | 14k | 12.99 |
| 2023-09-30 | $174k | 14k | 12.87 |
| 2023-06-30 | $201k | 14k | 14.85 |
| 2023-03-31 | $176k | 14k | 13.00 |
| 2022-12-31 | $180k | 14k | 13.27 |
| 2022-09-30 | $181k | 14k | 13.37 |
| 2022-06-30 | $222k | 14k | 16.40 |
| 2022-03-31 | $230k | 14k | 17.00 |
| 2021-12-31 | $256k | 14k | 18.92 |
| 2021-09-30 | $238k | 14k | 17.59 |
| 2021-03-31 | $250k | 14k | 18.47 |
| 2020-12-31 | $222k | 14k | 16.40 |
| 2020-09-30 | $229k | 14k | 16.92 |
| 2020-06-30 | $200k | 14k | 14.78 |
| 2020-03-31 | $197k | 15k | 13.56 |
| 2019-12-31 | $473k | 28k | 17.20 |
| 2019-09-30 | $471k | 28k | 17.13 |
| 2019-06-30 | $484k | 28k | 17.60 |
| 2019-03-31 | $440k | 28k | 16.00 |
| 2018-12-31 | $433k | 28k | 15.75 |
| 2018-03-31 | $376k | 23k | 16.71 |