Question 1

How many shares of ISEE does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of ISEE (IVERIC BIO INC) before exiting the position in 2023-Q3.

Question 2

What is Creative Planning's ISEE position worth?

Accepted Answer

Creative Planning's ISEE position was last reported at $0 in 2023-Q3 before the exit.

Question 3

Is Creative Planning buying or selling ISEE?

Accepted Answer

In 2023-Q3, Creative Planning exited their ISEE position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy ISEE?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in ISEE in 2019-Q2. They have held the position across 16 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q3 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2023-Q2	New	5,858	-	$230,454	0.0%	—	32
2022-Q3	Exited	0	-100.0%	$0	0.0%	—	0
2022-Q2	Increased	28,790	+0.6%	$277,000	0.0%	—	23
2022-Q1	Unchanged	28,630	0.0%	$482,000	0.0%	—	0
2021-Q4	Unchanged	28,630	0.0%	$479,000	0.0%	—	0
2021-Q3	Decreased	28,630	-47.3%	$465,000	0.0%	—	0
2021-Q2	Decreased	54,275	-1.2%	$342,000	0.0%	—	0
2021-Q1	Unchanged	54,921	0.0%	$339,000	0.0%	—	0
2020-Q4	Unchanged	54,921	0.0%	$380,000	0.0%	—	0
2020-Q3	Unchanged	54,921	0.0%	$310,000	0.0%	—	0
2020-Q2	Unchanged	54,921	0.0%	$280,000	0.0%	—	0
2020-Q1	Unchanged	54,921	0.0%	$189,000	0.0%	—	0
2019-Q4	Unchanged	54,921	0.0%	$471,000	0.0%	—	0
2019-Q3	Unchanged	54,921	0.0%	$62,000	0.0%	—	0
2019-Q2	New	54,921	-	$71,000	0.0%	—	29

ISEE16 quarters

ISEE
16 quarters