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Forrester Research shares owned by Creative Planning

Quarter-by-quarter ownership of Forrester Research (FORR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Forrester Research

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

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Quarterly reported holdings in Forrester Research by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $482k 27k 18.01
2024-06-30 $275k 16k 17.08

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Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
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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

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