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Franklin Covey shares owned by Creative Planning

Quarter-by-quarter ownership of Franklin Covey (FC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Franklin Covey

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

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Quarterly reported holdings in Franklin Covey by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 7.3k 41.13

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 Franklin Covey

BlackRock
BlackRock
Alliancebernstein
Vanguard Group
Rice Hall James & Associates
Nine Ten Capital Management
National Asset Management
Dimensional Fund Advisors
Geode Capital Management
Acadian Asset Management
State Street Corporation
Harbor Capital Advisors
Townsquare Capital
Morgan Stanley
Federated Investors

View all funds holding Franklin Covey