Amer shares owned by Creative Planning
Historical chart of Creative Planning investment in Amer
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All positions including Amer held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Amer by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $774k | 14k | 57.10 |
| 2025-06-30 | $551k | 9.1k | 60.56 |
| 2022-09-30 | $386k | 757 | 509.91 |
| 2022-06-30 | $270k | 565 | 477.88 |
| 2022-03-31 | $318k | 532 | 597.74 |
| 2021-12-31 | $386k | 532 | 725.56 |
| 2021-09-30 | $576k | 892 | 645.74 |
| 2021-06-30 | $526k | 892 | 589.69 |
| 2021-03-31 | $546k | 892 | 612.11 |
| 2020-12-31 | $405k | 892 | 454.04 |
| 2020-09-30 | $371k | 1.0k | 356.05 |
| 2020-06-30 | $315k | 1.0k | 302.30 |
| 2020-03-31 | $303k | 1.0k | 290.51 |
| 2019-12-31 | $421k | 1.1k | 376.23 |
| 2019-09-30 | $469k | 1.2k | 389.86 |
| 2019-06-30 | $485k | 1.3k | 378.61 |
| 2019-03-31 | $475k | 1.3k | 371.09 |
| 2018-12-31 | $420k | 1.3k | 328.12 |
| 2018-09-30 | $447k | 1.3k | 356.74 |
| 2018-06-30 | $455k | 1.3k | 356.30 |
| 2018-03-31 | $441k | 1.3k | 345.34 |
| 2017-12-31 | $483k | 1.3k | 378.23 |
| 2017-09-30 | $492k | 1.3k | 374.71 |
| 2017-06-30 | $477k | 1.3k | 366.36 |
| 2017-03-31 | $496k | 1.3k | 380.95 |
| 2016-12-31 | $501k | 1.4k | 369.20 |
| 2016-09-30 | $501k | 1.5k | 324.48 |
| 2016-06-30 | $1.1M | 2.8k | 374.60 |
| 2016-03-31 | $1.0M | 2.8k | 357.37 |
| 2015-12-31 | $1.0M | 2.7k | 389.51 |
| 2015-09-30 | $1.2M | 3.1k | 393.59 |
| 2015-03-31 | $998k | 3.0k | 330.56 |
| 2014-12-31 | $14k | 49 | 285.71 |
| 2014-09-30 | $21k | 79 | 265.82 |
| 2014-06-30 | $14k | 49 | 285.71 |
| 2014-03-31 | $360k | 1.5k | 232.41 |
| 2013-12-31 | $12k | 49 | 244.90 |
| 2013-09-30 | $9.0k | 49 | 183.67 |
| 2013-06-30 | $8.0k | 49 | 163.27 |
| 2012-12-31 | $2.0k | 12 | 166.67 |
| 2012-09-30 | $32k | 300 | 106.67 |