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Creative Planning
Creative PlanningBRIF
2 quarters
Position history for Creative Planning's holdings in FIS TR
No. Creative Planning exited its BRIF position in Q3 2026. Its Q2 2026 13F listed 9,086 shares worth $337,799. Creative Planning first reported BRIF in Q2 2026 and held it in 1 quarterly 13F filing.
Final Value
$0
Final Shares
0
Total Value Change
-$337,799
Total Shares Change
-9,086
Quarter-by-Quarter History
Other major holders of BRIF: Wealth Enhancement Advisory Services, LLC, Commonwealth Equity Services, LLC, Jones Financial Companies LLLP