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Ofs Credit Company shares owned by Creative Planning

Quarter-by-quarter ownership of Ofs Credit Company (OCCI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ofs Credit Company

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All positions including Ofs Credit Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ofs Credit Company by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 13k 7.41
2024-06-30 $87k 12k 7.21
2024-03-31 $86k 12k 7.16
2023-12-31 $71k 11k 6.46

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View all positions for Creative Planning

Top funds holding Ofs Credit Company

JNB Advisors
LPL Financial
Arkadios Wealth Advisors
Virtu Financial
National Asset Management
Goss Wealth Management
Morgan Stanley
Creative Planning
Cetera Investment Advisers
Melfa Wealth Management
True North Advisors
Lindbrook Capital
LGT Financial Advisors
CoreCap Advisors
Advisor Group Holdings

View all funds holding Ofs Credit Company