Creative Planning Fortis Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Fortis Inc. stock. As of the latest transaction made, Creative Planning holds 52,266 shares of FTS stock, worth $2.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

52,266

Previous 43,158 21.1%

Holding current value

$2.19 Million

Previous $1.68 Million 41.65%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$38.61 - $45.65 $351,659 - $415,780	9,108 Added 21.1%	52,266 $2.37 Million
Q2 2024 Aug 15, 2024	SELL	$37.14 - $41.1 $94,781 - $104,887	-2,552 Reduced 5.58%	43,158 $1.68 Million
Q1 2024 May 10, 2024	BUY	$38.48 - $42.01 $72,496 - $79,146	1,884 Added 4.3%	45,710 $1.81 Million
Q4 2023 Feb 14, 2024	BUY	$36.93 - $41.65 $375,319 - $423,288	10,163 Added 30.19%	43,826 $1.8 Million
Q3 2023 Nov 16, 2023	SELL	$37.99 - $43.63 $7,825 - $8,987	-206 Reduced 0.61%	33,663 $1.28 Million
Q2 2023 Jul 21, 2023	BUY	$41.78 - $45.87 $533,739 - $585,989	12,775 Added 60.56%	33,869 $1.46 Million
Q1 2023 May 15, 2023	BUY	$38.53 - $42.67 $109,232 - $120,969	2,835 Added 15.53%	21,094 $897,000
Q4 2022 Feb 10, 2023	BUY	$36.15 - $41.16 $227,455 - $258,978	6,292 Added 52.58%	18,259 $731,000
Q3 2022 Nov 03, 2022	BUY	$16.8 - $48.12 $15,691 - $44,944	934 Added 8.47%	11,967 $455,000
Q2 2022 Aug 15, 2022	BUY	$44.5 - $51.61 $73,692 - $85,466	1,656 Added 17.66%	11,033 $522,000
Q1 2022 May 16, 2022	BUY	$44.72 - $49.5 $11,537 - $12,771	258 Added 2.83%	9,377 $464,000
Q4 2021 Feb 11, 2022	SELL	$43.26 - $48.27 $2,768 - $3,089	-64 Reduced 0.7%	9,119 $440,000
Q3 2021 Nov 10, 2021	BUY	$44.08 - $46.76 $61,932 - $65,697	1,405 Added 18.06%	9,183 $407,000
Q2 2021 Aug 04, 2021	SELL	$43.4 - $46.74 $21,569 - $23,229	-497 Reduced 6.01%	7,778 $344,000
Q1 2021 Apr 30, 2021	BUY	$38.5 - $43.78 $115 - $131	3 Added 0.04%	8,275 $359,000
Q4 2020 Jan 29, 2021	BUY	$39.5 - $42.13 $16,155 - $17,231	409 Added 5.2%	8,272 $338,000
Q3 2020 Nov 05, 2020	BUY	$37.72 - $41.01 $11,353 - $12,344	301 Added 3.98%	7,863 $321,000
Q2 2020 Jul 23, 2020	SELL	$35.91 - $40.3 $37,597 - $42,194	-1,047 Reduced 12.16%	7,562 $288,000
Q1 2020 May 05, 2020	BUY	$29.08 - $44.3 $250,349 - $381,378	8,609 New	8,609 $332,000

Others Institutions Holding FTS

# of Institutions

308

Shares Held

257M

Call Options Held

520K

Put Options Held

927K

View Full List

About Fortis Inc.

Ticker FTS
Exchange OTC
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 478,700,000
Market Cap $20B
Description
Fortis Inc. operates as an electric and gas utility company in Canada, the United States, and the Caribbean countries. It generates, transmits, and distributes electricity to approximately 438,000 retail customers in southeastern Arizona; and 100,000 retail customers in Arizona's Mohave and Santa Cruz counties with an aggregate capacity of 3,485...

More about FTS

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Creative Planning Fortis Inc. Transaction History