Creative Planning EA SERIES TRUST Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024
Number of Shares
9,119
Previous 8,994 1.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
125 Added 1.39%
9,119 $0
Q3 2024

Oct 11, 2024
SELL
N/A
-49 Reduced 0.54%
8,994 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-197 Reduced 2.13%
9,043 $0
Q1 2024

May 10, 2024
SELL
N/A
-4,938 Reduced 34.83%
9,240 $0
Q3 2023

Nov 16, 2023
BUY
N/A
4,938 Added 53.44%
14,178 $0
Q2 2023

Jul 21, 2023
BUY
N/A
12 Added 0.13%
9,240 $0
Q1 2023

May 15, 2023
BUY
N/A
9,228 New
9,228 $0
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email