Lo shares owned by Creative Planning
Historical chart of Creative Planning investment in Lo
Tip: Access up to 7 years of quarterly data
All positions including Lo held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lo by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $767k | 73k | 10.46 |
| 2025-09-30 | $269k | 28k | 9.70 |
| 2025-06-30 | $240k | 22k | 11.00 |
| 2024-12-31 | $900 | 78 | 11.54 |
| 2019-09-30 | $192k | 18k | 10.94 |
| 2019-06-30 | $187k | 18k | 10.66 |
| 2019-03-31 | $229k | 18k | 13.00 |
| 2018-12-31 | $266k | 18k | 15.16 |
| 2018-09-30 | $220k | 18k | 12.54 |
| 2018-06-30 | $202k | 18k | 11.38 |
| 2018-03-31 | $169k | 18k | 9.52 |
| 2017-12-31 | $174k | 18k | 9.91 |
| 2017-09-30 | $213k | 18k | 12.14 |
| 2017-06-30 | $255k | 18k | 13.85 |
| 2017-03-31 | $7.0k | 600 | 11.67 |
| 2016-12-31 | $11k | 862 | 12.76 |
| 2016-09-30 | $14k | 1.1k | 12.73 |
| 2016-06-30 | $30k | 2.3k | 13.04 |
| 2016-03-31 | $44k | 3.3k | 13.33 |
| 2015-12-31 | $64k | 5.1k | 12.55 |
| 2015-09-30 | $28k | 2.6k | 10.77 |
| 2015-03-31 | $54k | 2.1k | 25.71 |
| 2014-12-31 | $61k | 3.1k | 20.00 |
| 2014-09-30 | $102k | 2.9k | 35.79 |