Fundx shares owned by Creative Planning
Historical chart of Creative Planning investment in Fundx
Tip: Access up to 7 years of quarterly data
All positions including Fundx held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fundx by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 14k | 78.28 |
| 2025-06-30 | $987k | 14k | 73.17 |
| 2025-03-31 | $882k | 14k | 65.41 |
| 2024-12-31 | $967k | 14k | 71.71 |
| 2024-09-30 | $916k | 14k | 67.93 |
| 2024-06-30 | $894k | 14k | 66.29 |
| 2024-03-31 | $834k | 14k | 61.47 |
| 2023-12-31 | $855k | 15k | 55.34 |
| 2023-09-30 | $762k | 15k | 49.33 |
| 2023-06-30 | $796k | 15k | 51.52 |
| 2023-03-31 | $742k | 15k | 48.06 |
| 2022-12-31 | $754k | 15k | 48.86 |