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Usio shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Usio

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Usio by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 43k 1.36

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 Usio

Whittier Trust
AWM Investment Company
Vanguard Group
Perkins Capital Management
Perritt Capital Management
Renaissance Technologies
Kepos Capital
Geode Capital Management
BlackRock
BlackRock
Bridgeway Capital Management
Morgan Stanley
State Street Corporation
Dimensional Fund Advisors
Creative Planning

View all funds holding Usio