Atlantic Union B shares owned by Creative Planning
Quarter-by-quarter ownership of Atlantic Union B (AUB) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Atlantic Union B
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Quarterly reported holdings in Atlantic Union B by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 92k | 35.29 |
| 2025-06-30 | $3.0M | 95k | 31.28 |
| 2025-03-31 | $354k | 11k | 31.14 |
| 2024-12-31 | $496k | 13k | 37.88 |
| 2024-09-30 | $496k | 13k | 37.67 |
| 2024-06-30 | $359k | 11k | 32.85 |
| 2024-03-31 | $444k | 13k | 35.31 |
| 2023-12-31 | $459k | 13k | 36.54 |
| 2023-09-30 | $6.2k | 216 | 28.78 |
| 2023-03-31 | $244k | 7.0k | 35.05 |
| 2022-12-31 | $268k | 7.6k | 35.14 |
| 2021-09-30 | $216k | 5.9k | 36.88 |
| 2021-06-30 | $675k | 19k | 36.24 |