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Forge Global Holdings shares owned by Creative Planning

Quarter-by-quarter ownership of Forge Global Holdings (FRGE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Forge Global Holdings

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

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Quarterly reported holdings in Forge Global Holdings by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $206k 60k 3.43
2023-09-30 $122k 60k 2.03
2023-06-30 $146k 60k 2.43
2023-03-31 $105k 60k 1.75
2022-12-31 $104k 60k 1.73

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Ishares Tr Core S&p500 Etf (IVV)
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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)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
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Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Forge Global Holdings

ROB Exploration
Vanguard Group
Douglass Winthrop Advisors
Us Bancorp
Wells Fargo & Company
Abacus Wealth Partners
Charles Schwab Investment Management
Millennium Management
Bank of New York Mellon
Summit Trail Advisors
Swiss National Bank
Bank of America Corporation
Barclays
Rhumbline Advisers
UBS Group

View all funds holding Forge Global Holdings