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Position history for Creative PlanningCreative Planning's holdings in RBB FD INC

Creative Planning holds 8,087 shares of TMFS (RBB FD INC), worth $292,213 as of 2026-Q2. The position was decreased (-11.0% shares). TMFS represents 0.0% of Creative Planning's portfolio.

Current Value

$292,213

Current Shares

8,087

Total Value Change

+$6,086

Total Shares Change

+1

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,087
-11.0%
$292,2130.0%$36.14
0
2026-Q1
Increased
9,087
+12.4%
$290,7680.0%$35.49
26
2025-Q4
Unchanged
8,086
0.0%
$281,5650.0%$35.32
0
2025-Q3
Decreased
8,086
-2.4%
$278,9760.0%$34.50
0
2025-Q2
Unchanged
8,286
0.0%
$292,9190.0%$35.34
0
2025-Q1
Increased
8,286
+2.5%
$268,6630.0%$32.44
24
2024-Q4
New
8,086
-
$286,1270.0%$35.43
32

Other major holders of TMFS: Private Advisor Group, LLC, LPL Financial LLC

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