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Creative Planning raised its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,338,944 shares of the company’s stock after purchasing an additional 60,455 shares during the period. Vanguard Mid-Cap ETF […]
Creative Planning decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,960,385 shares of the company’s stock after selling 64,030 shares during the period. Creative Planning’s holdings in […]
Creative Planning trimmed its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 17.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,464,376 shares of the company’s stock after selling 315,669 shares during the quarter. Creative Planning owned about 2.46% […]
Creative Planning decreased its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,252,316 shares of the company’s stock after selling 71,052 shares during the quarter. Creative Planning owned about 1.69% of […]
Creative Planning boosted its position in shares of Visa Inc. (NYSE:V – Free Report) by 0.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 522,875 shares of the credit-card processor’s stock after purchasing an additional 3,394 shares during the […]