Back to TRU
Creative Planning TRU Position History
TransUnion • Financial Services
Quarters held
8
Latest value
$1.1M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $32K |
| Q4 2025 | $2.5M |
| Q1 2026 | $2.4M |
| Q2 2026 | $47K |
| Q2 2026 | $1.2M |
| Q3 2026 | $43K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 17.6K | — | — |
| Q3 2026 | $43K | 702 | — | — |
| Q2 2026 | $1.2M | 16.8K | — | — |
| Q2 2026 | $47K | 650 | — | — |
| Q1 2026 | $2.4M | 35.3K | — | — |
| Q4 2025 | $2.5M | 29.2K | — | — |
| Q3 2025 | $32K | 383 | — | — |
| Q3 2025 | $1.4M | 17.2K | — | — |
Other funds holding TRU
$1.7B
$1.6B
$1.5B
$1.5B
$1.5B
$1.1B
$844M