Creative Planning »

Treace Med Concepts shares owned by Creative Planning

Quarter-by-quarter ownership of Treace Med Concepts (TMCI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Treace Med Concepts

Tip: Access up to 7 years of quarterly data

All positions including Treace Med Concepts held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Treace Med Concepts by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $173k 30k 5.80
2024-06-30 $199k 30k 6.65
2024-03-31 $331k 25k 13.05
2023-12-31 $282k 22k 12.75
2023-09-30 $266k 20k 13.11
2023-06-30 $481k 19k 25.58

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Treace Med Concepts

Armistice Capital
BlackRock
BlackRock
Vanguard Group
Morgan Stanley
William Blair Investment Management
Soleus Capital Management
Deutsche Bank Aktiengesellschaft
Atlantic Trust
Gagnon Securities
Jpmorgan Chase & Co
D. E. Shaw & Co
Geode Capital Management
State Street Corporation
Kent Lake Capital

View all funds holding Treace Med Concepts