M/a shares owned by Creative Planning
Historical chart of Creative Planning investment in M/a
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All positions including M/a held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in M/a by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 24k | 124.49 |
| 2025-06-30 | $3.3M | 23k | 143.29 |
| 2025-03-31 | $1.3M | 13k | 100.38 |
| 2024-12-31 | $1.7M | 13k | 129.91 |
| 2024-09-30 | $1.2M | 10k | 111.26 |
| 2024-06-30 | $1.0M | 9.4k | 111.47 |
| 2024-03-31 | $597k | 6.2k | 95.64 |
| 2023-12-31 | $354k | 3.8k | 92.95 |
| 2023-09-30 | $312k | 3.8k | 81.58 |
| 2023-03-31 | $212k | 3.0k | 70.84 |
| 2022-12-31 | $216k | 3.4k | 62.98 |
| 2021-03-31 | $1.1M | 19k | 58.01 |
| 2017-06-30 | $80k | 1.4k | 56.02 |
| 2017-03-31 | $56k | 1.2k | 48.65 |
| 2016-12-31 | $21k | 462 | 45.45 |
| 2016-09-30 | $39k | 925 | 42.16 |
| 2016-06-30 | $21k | 645 | 32.56 |
| 2016-03-31 | $30k | 693 | 43.29 |
| 2015-12-31 | $16k | 400 | 40.00 |
| 2015-09-30 | $14k | 500 | 28.00 |
| 2015-03-31 | $4.0k | 100 | 40.00 |