Creative Planning »

First Business Financial Services shares owned by Creative Planning

Quarter-by-quarter ownership of First Business Financial Services (FBIZ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in First Business Financial Services

Tip: Access up to 7 years of quarterly data

All positions including First Business Financial Services held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Business Financial Services by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $322k 7.0k 46.33
2024-09-30 $217k 4.7k 45.59
2015-03-31 $141k 3.3k 43.26
2014-12-31 $156k 3.3k 47.87

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding First Business Financial Services

BlackRock
Dimensional Fund Advisors
Vanguard Group
First Business Financial Services
Banc Funds Company
Manufacturers Life Insurance Company
Geode Capital Management
Pacific Ridge Capital Partners
Cutler Capital Management
Renaissance Technologies
State Street Corporation
American Century Companies
Alliancebernstein
M3F
LSV Asset Management

View all funds holding First Business Financial Services