Cae shares owned by Creative Planning
Historical chart of Creative Planning investment in Cae
Tip: Access up to 7 years of quarterly data
All positions including Cae held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Cae by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $212k | 11k | 18.75 |
| 2024-06-30 | $208k | 11k | 18.58 |
| 2023-09-30 | $282k | 12k | 23.36 |
| 2022-03-31 | $27k | 1.1k | 25.71 |
| 2017-06-30 | $41k | 2.4k | 17.31 |
| 2017-03-31 | $35k | 2.3k | 15.43 |
| 2016-12-31 | $32k | 2.3k | 14.11 |
| 2016-09-30 | $26k | 1.9k | 14.00 |