13F

Position

Creative Planning in Ptc Inc.

Back to the book · All holders of PTC

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$551.2K$174.21$142.49

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202517.4K$3.03M0.0%
Q1 202624.1K$3.44M$142.49−$551.2K$962.8K0.0%