Creative Planning Listed Fds Tr Horizon Kinetics Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Listed Fds Tr Horizon Kinetics stock. As of the latest transaction made, Creative Planning holds 5,931 shares of INFL stock, worth $239,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,931

Holding current value

$239,671

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$33.15 - $38.37 $196,612 - $227,572	5,931 New	5,931 $222,000
Q2 2023 Jul 21, 2023	SELL	$29.38 - $32.03 $20,624 - $22,485	-702 Reduced 7.56%	8,585 $262,000
Q1 2023 May 15, 2023	SELL	$28.93 - $32.92 $14,031 - $15,966	-485 Reduced 4.96%	9,287 $286,000
Q4 2022 Feb 10, 2023	BUY	$28.23 - $33.05 $14,397 - $16,855	510 Added 5.51%	9,772 $307,000
Q3 2022 Nov 03, 2022	BUY	$27.16 - $31.72 $1,358 - $1,586	50 Added 0.54%	9,262 $258,000
Q2 2022 Aug 15, 2022	SELL	$28.36 - $34.72 $7,657 - $9,374	-270 Reduced 2.85%	9,212 $263,000
Q1 2022 May 16, 2022	BUY	$29.55 - $33.95 $24,940 - $28,653	844 Added 9.77%	9,482 $316,000
Q4 2021 Feb 11, 2022	BUY	$29.3 - $31.9 $1,113 - $1,212	38 Added 0.44%	8,638 $270,000
Q3 2021 Nov 10, 2021	BUY	$28.63 - $30.53 $246,218 - $262,558	8,600 New	8,600 $251,000

Others Institutions Holding INFL

# of Institutions

129

Shares Held

14M

Call Options Held

7.8K

Put Options Held

1.9K

Jpmorgan Chase & CO New York, NY

4.19M
Shares

$169 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.31M
Shares

$93.2 Million
5.5% of portfolio
Lpl Financial LLC Fort Mill, SC

647K
Shares

$26.1 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

412K
Shares

$16.7 Million
6.11% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$15.6 Million
0.0% of portfolio

View Full List

About LISTED FDS TR HORIZON KINETICS

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