Ies Hldgs shares owned by Creative Planning
Historical chart of Creative Planning investment in Ies Hldgs
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All positions including Ies Hldgs held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ies Hldgs by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.1k | 397.63 |
| 2025-06-30 | $695k | 2.3k | 296.23 |
| 2025-03-31 | $290k | 1.8k | 165.11 |
| 2024-12-31 | $409k | 2.0k | 200.93 |
| 2024-09-30 | $329k | 1.7k | 199.63 |
| 2016-09-30 | $2.0k | 100 | 20.00 |