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Calumet shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Calumet

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Calumet by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 69k 17.82

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 Calumet

Adams Asset Advisors
Creative Planning
Financial Advisory Service
Commonwealth Equity Services
Driehaus Capital Management
Founders Financial Alliance
Valeo Financial Advisors
A.R. Schmeidler & Co
Gimbal Financial
J.w. Cole Advisors
CWM Advisors
Massey, Quick & Co
Caldwell Sutter Capital
Sapient Capital
Thomas P. McIntyre

View all funds holding Calumet