XP INC

Ticker: XP CUSIP: G98239109 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 69,663 Value ($000) $1,140 Avg Close $17.61 Range $15.61 - $20.22
Q3 2025
Shares 77,948 Value ($000) $1,465 Avg Close $17.93 Range $15.71 - $20.35
Q2 2025
Shares 64,283 Value ($000) $1,299 Avg Close $17.28 Range $12.20 - $20.64
Q1 2025
Shares 53,877 Value ($000) $741 Avg Close $13.77 Range $10.82 - $15.86
Q4 2024
Shares 22,740 Value ($000) $269 Avg Close $15.74 Range $11.68 - $18.53
Q3 2024
Shares 42,115 Value ($000) $756 Avg Close $18.23 Range $15.24 - $20.39
Q2 2024
Shares 25,166 Value ($000) $443 Avg Close $20.66 Range $16.75 - $25.66
Q1 2024
Shares 15,697 Value ($000) $403 Avg Close $25.08 Range $22.98 - $26.78
Q4 2023
Shares 12,135 Value ($000) $316 Avg Close $22.82 Range $19.42 - $27.02