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
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Quarterly reported holdings in Fundx by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |