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Creative Planning decreased its holdings in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 5.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,479,204 shares of the exchange traded fund’s stock after selling 154,080 shares during the period. Creative Planning […]
Creative Planning lifted its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 7.8% during the 4th quarter, Holdings Channel reports. The firm owned 1,047,603 shares of the company’s stock after purchasing an additional 76,214 shares during the quarter. Creative Planning’s holdings in Vanguard Dividend Appreciation ETF were worth $178,511,000 at […]
Creative Planning lifted its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 5.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 679,933 shares of the company’s stock after buying an additional 33,645 shares during the quarter. Creative Planning owned about 0.54% […]
Creative Planning lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,631,715 shares of the exchange traded fund’s stock after purchasing an additional 126,680 shares during the period. […]
Creative Planning trimmed its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 30.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 528,761 shares of the company’s stock after selling 233,036 shares during the quarter. Creative Planning’s holdings in PepsiCo were worth […]