Creative Planning's ownership history for POET


Creative Planning currently holds 10 shares with a market value of $55. It started holding POET on 2025-06-30. At its peak, it held 10 shares on 2025-06-30. Its highest holding value was $55 on 2025-09-30. At its lowest, it held 10 shares on 2025-06-30, with a value of $52 on 2025-06-30.

It has also owned 100 contracts of calls, with the market value of the underlying securities totaling $12.5K on 2025-03-31. At its peak, it held 100 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $12.5K on 2025-09-30. At its lowest, it held 100 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $4.6K on 2025-03-31. In the recent 180 days, Creative Planning has increased its holdings by 0 contracts.


Creative Planning's ownership history for POET
Creative Planning's ownership history for POET Call Options