Creative Planning »

Total shares owned by Creative Planning

Quarter-by-quarter ownership of Total (TTE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Total

Tip: Access up to 7 years of quarterly data

All positions including Total 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 Total by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $692k 13k 51.98
2012-09-30 $576k 12k 50.10
2012-06-30 $352k 7.8k 44.96
2011-12-31 $202k 4.0k 51.02

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 Total

Fisher Investments
Reed Conner & Birdwell
FMR
Wellington Management Company
Wells Fargo & Company
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Franklin Resources
Bank of America Corporation
Ameriprise Financial
Royal Bank of Canada
Envestnet Asset Management
Federated Investors
Raymond James & Associates
Natixis Asset Management Advisors

View all funds holding Total