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Advantage Solutions shares owned by Creative Planning

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advantage Solutions by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $82k 24k 3.43

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)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Advantage Solutions

T. Rowe Price Investment Management
Leonard Green & Partners
CVC Management Holdings II
Atairos Partners GP
BlackRock
BlackRock
Dimensional Fund Advisors
Bridgeway Capital Management
Bain Capital Investors
Vanguard Group
CastleKnight Management
State Street Corporation
Geode Capital Management
Kent Lake Capital
Empowered Funds

View all funds holding Advantage Solutions