Stay updated with breaking news from Creative Planning. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Creative Planning grew its holdings in Fiserv, Inc. (NYSE:FI – Free Report) by 6.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 128,579 shares of the business services provider’s stock after acquiring an additional 7,470 shares during the period. Creative Planning’s holdings in […]
Northwestern’s Trenton Hazen will lead new division and develop retirement plan services as the $500M RIA builds out a family office framework.
Creative Planning increased its stake in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 16.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 37,669 shares of the aerospace company’s stock after acquiring an additional 5,269 shares during the period. Creative Planning’s holdings […]
Wellington Management Group LLP lessened its position in Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 2.1% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,960,802 shares of the transportation company’s stock after selling 418,562 shares during the period. Wellington Management Group LLP owned […]
Creative Planning decreased its stake in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 548,368 shares of the company’s stock after selling 12,180 shares during the period. Creative Planning owned 1.10% of […]