TowneBank shares owned by Creative Planning
Historical chart of Creative Planning investment in TowneBank
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Quarterly reported holdings in TowneBank by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 39k | 34.57 |
| 2025-06-30 | $897k | 26k | 34.18 |
| 2025-03-31 | $694k | 20k | 34.19 |
| 2024-12-31 | $684k | 20k | 34.06 |
| 2024-09-30 | $631k | 19k | 33.06 |
| 2024-06-30 | $554k | 20k | 27.27 |
| 2024-03-31 | $615k | 22k | 28.06 |
| 2023-12-31 | $521k | 18k | 29.76 |
| 2017-03-31 | $10k | 300 | 33.33 |
| 2016-12-31 | $12k | 375 | 32.00 |
| 2016-03-31 | $6.0k | 300 | 20.00 |