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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
2023-12-31 $71k 11k 6.46

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View all positions for Creative Planning

Top funds holding Ofs Credit Company

Thomas J. Herzfeld Advisors
Principal Securities
JNB Advisors
Atomi Financial Group
Arlington Capital Management
Advisor Group Holdings
Arkadios Wealth Advisors
International Assets Investment Management
National Asset Management
PFG Investments
True North Advisors
Creative Planning
Melfa Wealth Management
Lindbrook Capital
LGT Financial Advisors

View all funds holding Ofs Credit Company