Creative Planning Pacer Fds Tr Trendpilot Intl E Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	SELL	$24.35 - $24.54 $570,885 - $575,340	-23,445 Reduced 39.81%	35,452 $865,000
Q2 2022 Aug 15, 2022	SELL	$24.34 - $25.74 $1.06 Million - $1.12 Million	-43,593 Reduced 42.53%	58,897 $1.44 Million
Q1 2022 May 16, 2022	SELL	$25.65 - $29.27 $1.12 Million - $1.27 Million	-43,497 Reduced 29.8%	102,490 $2.64 Million
Q4 2021 Feb 11, 2022	SELL	$28.16 - $30.55 $442,731 - $480,307	-15,722 Reduced 9.72%	145,987 $4.23 Million
Q3 2021 Nov 10, 2021	SELL	$28.35 - $29.83 $6.44 Million - $6.77 Million	-227,056 Reduced 58.4%	161,709 $4.61 Million
Q2 2021 Aug 04, 2021	BUY	$27.94 - $29.77 $10.9 Million - $11.6 Million	388,765 New	388,765 $11.3 Million

Others Institutions Holding PTIN

# of Institutions

51

Shares Held

3.82M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

483K
Shares

$14.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

387K
Shares

$11.5 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

368K
Shares

$10.9 Million
0.0% of portfolio
Pacer Advisors, Inc. Malvern, PA

336K
Shares

$9.93 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

260K
Shares

$7.69 Million
0.01% of portfolio

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