Creative Planning's ownership history for FI

Creative Planning currently holds 363.9K shares with a market value of $20.3M. It started holding FI on 2024-09-30. At its peak, it held 363.9K shares on 2026-03-31. Its highest holding value was $54.4M on 2025-03-31. At its lowest, it held 148.4K shares on 2024-09-30, with a value of $14.7M on 2025-12-31. In the recent 180 days, Creative Planning has increased its shares by 126.8K. In the recent year, Creative Planning has increased its shares by 117.4K.

It has also owned 100 contracts of calls, with the market value of the underlying securities totaling $86.0K on 2025-12-31. At its peak, it held 100 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $86.0K on 2025-12-31. At its lowest, it held 100 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $86.0K on 2025-12-31.