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Position history for Creative PlanningCreative Planning's holdings in STRATEGY SHS

Creative Planning holds 9,081 shares of SSUS (STRATEGY SHS), worth $502,270 as of 2026-Q2. The position was decreased (-2.3% shares). SSUS represents 0.0% of Creative Planning's portfolio.

Current Value

$502,270

Current Shares

9,081

Total Value Change

+$502,270

Total Shares Change

+9,081

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,081
-2.3%
$502,2700.0%$55.31
0
2026-Q1
Unchanged
9,295
0.0%
$433,9310.0%$48.87
0
2025-Q4
Increased
9,295
+13.6%
$453,1200.0%$49.14
27
2025-Q3
Increased
8,186
+1.7%
$395,4260.0%$47.87
24
2025-Q2
New
8,049
-
$361,9490.0%$44.45
33
2024-Q3
Exited
0
-100.0%
$00.0%$41.01
0

Other major holders of SSUS: Integrated Wealth Concepts LLC, ROYAL BANK OF CANADA, RAYMOND JAMES FINANCIAL INC

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