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Brp Group shares owned by Creative Planning

Quarter-by-quarter ownership of Brp Group (BWIN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Brp Group

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

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Quarterly reported holdings in Brp Group by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $497k 10k 49.80
2024-06-30 $270k 7.6k 35.47
2023-09-30 $3.0k 130 23.23

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 Brp Group

Vanguard Group
BlackRock
Champlain Investment Partners
Macquarie Group
Bamco
William Blair Investment Management
Westwood Holdings
State Street Corporation
Geode Capital Management
Aristotle Capital Boston
Dimensional Fund Advisors
Bank of New York Mellon
Royal Bank of Canada
Driehaus Capital Management
Emerald Advisers

View all funds holding Brp Group