test

Rebecca Havens

@Creative Planning

Latest period2024 - Q3ReportedManaged Assets$101.004BTotal holdings3184
Assets growth rate7.84%Assets growth rate (2-Q avg)5.83%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Creative Planning's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3184 positions.

Assets under management

The assets under management (AUM) of Creative Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 101.004B in assets, with a quarterly growth rate of 7.84% and a 2-quarter average growth rate of 5.83%. The portfolio is managed by Rebecca Havens, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VPGVishay Precision Group Inc
Recent Activity
Exited
0%
$234,937
7,718 shares@ $30.45 avg price
PDPagerduty Inc
Recent Activity
Exited
0%
$232,693
10,148 shares@ $22.93 avg price
ONEWOnewater Marine Inc
Recent Activity
Exited
0%
$232,139
8,420 shares@ $27.57 avg price
HXLHexcel Corp New
Recent Activity
Exited
0%
$231,772
3,711 shares@ $62.46 avg price
MTXMinerals Technologies Inc
Recent Activity
Exited
0%
$231,434
2,783 shares@ $83.16 avg price
SPMBSpdr Ser Tr
Recent Activity
Exited
0%
$231,303
10,723 shares@ $21.58 avg price
SLPSimulations Plus Inc
Recent Activity
Exited
0%
$229,584
4,722 shares@ $48.63 avg price
NARIInari Med Inc
Recent Activity
Exited
0%
$227,990
4,735 shares@ $48.15 avg price
PDCOPatterson Cos Inc
Recent Activity
Exited
0%
$227,983
9,452 shares@ $24.13 avg price
AMNAmn Healthcare Svcs Inc
Recent Activity
Exited
0%
$227,768
4,446 shares@ $51.23 avg price