Creative Planning CreativePlanning Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 04, 2021
SELL
N/A
-127,217 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
14,542 Added 12.91%
127,217 $2.34 Million
Q4 2020

Jan 29, 2021
BUY
N/A
15,932 Added 16.47%
112,675 $780,000
Q3 2020

Nov 05, 2020
BUY
N/A
11,390 Added 13.34%
96,743 $429,000
Q2 2020

Jul 23, 2020
BUY
N/A
20,335 Added 31.28%
85,353 $366,000
Q1 2020

May 05, 2020
SELL
N/A
-4,975 Reduced 7.11%
65,018 $199,000
Q4 2019

Jan 30, 2020
SELL
N/A
-4,339 Reduced 5.84%
69,993 $365,000
Q3 2019

Nov 01, 2019
BUY
N/A
2,073 Added 2.87%
74,332 $386,000
Q2 2019

Jul 26, 2019
SELL
N/A
-83 Reduced 0.11%
72,259 $507,000
Q1 2019

Apr 24, 2019
BUY
N/A
4,351 Added 6.4%
72,342 $674,000
Q4 2018

Feb 01, 2019
BUY
N/A
67,991 New
67,991 $387,000
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