Cadence Bank shares owned by Creative Planning
Quarter-by-quarter ownership of Cadence Bank (CADE) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Cadence Bank
Tip: Access up to 7 years of quarterly data
All positions including Cadence Bank held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Cadence Bank by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 32k | 31.85 |
2024-06-30 | $910k | 32k | 28.28 |
2024-03-31 | $564k | 20k | 29.00 |
2023-12-31 | $574k | 19k | 29.59 |
2023-09-30 | $389k | 18k | 21.22 |
2023-06-30 | $346k | 18k | 19.64 |
2023-03-31 | $356k | 17k | 20.76 |
2022-12-31 | $322k | 13k | 24.66 |
2022-09-30 | $322k | 13k | 25.42 |
2022-06-30 | $287k | 12k | 23.50 |
2022-03-31 | $724k | 25k | 29.26 |
2021-12-31 | $631k | 21k | 29.81 |