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United Homes Group shares owned by Creative Planning

Quarter-by-quarter ownership of United Homes Group (UHG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in United Homes Group

Tip: Access up to 7 years of quarterly data

All positions including United Homes Group held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Homes Group by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 375k 8.43
2023-09-30 $2.1M 375k 5.60
2023-06-30 $4.3M 388k 11.16

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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding United Homes Group

H D Vest Advisory Services
Creative Planning
Robeco Investment Management
Vanguard Group
Millennium Management
Timbercreek Asset Management
Charles Schwab Investment Management
Bank of New York Mellon
Hrt Financial
Red Door Wealth Management
Bank of America Corporation
UBS Group
Barclays
Jpmorgan Chase & Co
Rhumbline Advisers

View all funds holding United Homes Group