Xp Inc cl a shares owned by Creative Planning
Historical chart of Creative Planning investment in Xp Inc cl a
Tip: Access up to 7 years of quarterly data
All positions including Xp Inc cl a held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Xp Inc cl a by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 78k | 18.79 |
| 2025-06-30 | $1.3M | 64k | 20.20 |
| 2025-03-31 | $741k | 54k | 13.75 |
| 2024-12-31 | $270k | 23k | 11.85 |
| 2024-09-30 | $756k | 42k | 17.94 |
| 2024-06-30 | $443k | 25k | 17.59 |
| 2024-03-31 | $403k | 16k | 25.66 |
| 2023-12-31 | $316k | 12k | 26.07 |