Maximus shares owned by Creative Planning
Historical chart of Creative Planning investment in Maximus
Tip: Access up to 7 years of quarterly data
All positions including Maximus 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 Maximus by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 16k | 93.16 |
| 2024-06-30 | $1.3M | 15k | 85.71 |
| 2024-03-31 | $1.1M | 13k | 83.90 |
| 2023-12-31 | $797k | 9.5k | 83.86 |
| 2023-09-30 | $437k | 5.8k | 74.68 |
| 2023-06-30 | $574k | 6.8k | 84.50 |
| 2023-03-31 | $357k | 4.5k | 78.69 |
| 2019-06-30 | $205k | 2.8k | 72.59 |
| 2019-03-31 | $200k | 2.8k | 70.97 |
| 2017-06-30 | $57k | 913 | 62.43 |
| 2017-03-31 | $19k | 313 | 60.70 |
| 2016-12-31 | $42k | 749 | 56.07 |
| 2014-03-31 | $9.0k | 200 | 45.00 |
| 2013-12-31 | $31k | 700 | 44.29 |
| 2012-06-30 | $2.0k | 40 | 50.00 |