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Confluent shares owned by Creative Planning

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Confluent

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

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Quarterly reported holdings in Confluent by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $758k 79k 9.60
2023-09-30 $215k 78k 2.75
2023-06-30 $82k 43k 1.90
2023-03-31 $369k 15k 24.07
2022-12-31 $254k 11k 22.24

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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Confluent

Jpmorgan Chase & Co
Vanguard Group
T. Rowe Price Associates
Altimeter Capital Management
Jericho Capital Asset Management
Amundi
Franklin Resources
Anatole Investment Management
Citadel Advisors
Millennium Management
Bank of New York Mellon
Atreides Management
Soros Fund Management
Charles Schwab Investment Management
Norges Bank Investment Management

View all funds holding Confluent