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TowneBank shares owned by Creative Planning

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

Historical chart of Creative Planning investment in TowneBank

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

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Quarterly reported holdings in TowneBank by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $521k 18k 29.76
2017-03-31 $10k 300 33.33
2016-12-31 $12k 375 32.00
2016-03-31 $6.0k 300 20.00

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 TowneBank

Vanguard Group
Dimensional Fund Advisors
Nuance Investments
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Chartwell Investment Partners
Norges Bank Investment Management
Jpmorgan Chase & Co
Bank of America Corporation
LSV Asset Management
Royce & Associates
Arrowstreet Capital, Limited Partnership
Hotchkis and Wiley Capital Management
Empowered Funds

View all funds holding TowneBank