Creative Planning »

Bank of Marin Ban shares owned by Creative Planning

Quarter-by-quarter ownership of Bank of Marin Ban (BMRC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Bank of Marin Ban

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of Marin Ban by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $361k 18k 20.09
2023-09-30 $12k 632 18.28
2022-03-31 $22k 632 34.81

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 Bank of Marin Ban

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Manufacturers Life Insurance Company
ProShare Advisors
Geode Capital Management
State Street Corporation
Hotchkis and Wiley Capital Management
North Reef Capital Management
Morgan Stanley
Acadian Asset Management
Renaissance Technologies
American Century Companies

View all funds holding Bank of Marin Ban