Creative Planning GREYSTONE HOUSING IMPACT INV Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
15,229
Previous 16,311 6.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-1,082 Reduced 6.63%
15,229 $0
Q2 2025

Aug 08, 2025
BUY
N/A
31 Added 0.19%
16,311 $0
Q1 2025

May 15, 2025
BUY
N/A
29 Added 0.18%
16,280 $0
Q4 2024

Feb 14, 2025
BUY
N/A
29 Added 0.18%
16,251 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-921 Reduced 5.37%
16,222 $0
Q1 2024

May 10, 2024
BUY
N/A
70 Added 0.41%
17,143 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-16,268 Reduced 48.79%
17,073 $0
Q3 2023

Nov 16, 2023
BUY
N/A
143 Added 0.43%
33,341 $0
Q1 2023

May 15, 2023
SELL
N/A
-1 Reduced -0.0%
33,198 $0
Q4 2022

Feb 10, 2023
SELL
N/A
-167 Reduced 0.5%
33,199 $0
Q3 2022

Nov 03, 2022
BUY
N/A
18,699 Added 127.49%
33,366 $577,000
Q2 2022

Aug 15, 2022
BUY
N/A
14,667 New
14,667 $268,000
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