Casa Systems shares owned by Creative Planning
Quarter-by-quarter ownership of Casa Systems (CASA) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Casa Systems
Tip: Access up to 7 years of quarterly data
All positions including Casa Systems held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Casa Systems by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $27k | 50k | 0.53 |
2023-09-30 | $42k | 50k | 0.85 |
2023-06-30 | $61k | 50k | 1.22 |
2023-03-31 | $64k | 50k | 1.27 |
2022-12-31 | $137k | 50k | 2.73 |