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Berry Pete Corp shares owned by Creative Planning

Quarter-by-quarter ownership of Berry Pete Corp (BRY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Berry Pete Corp

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

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Quarterly reported holdings in Berry Pete Corp by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $567k 110k 5.14
2024-06-30 $264k 41k 6.46
2024-03-31 $306k 38k 8.05
2023-12-31 $168k 24k 7.03

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 Berry Pete Corp

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Oaktree Capital Management
Hotchkis and Wiley Capital Management
Mirae Asset Global Etfs Holdings
State Street Corporation
Allspring Global Investments Holdings
Geode Capital Management
American Century Companies
Arrowstreet Capital, Limited Partnership
LSV Asset Management
Charles Schwab Investment Management
Bridgeway Capital Management

View all funds holding Berry Pete Corp