Creative Planning CreativePlanning Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

Shares

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

Aug 04, 2021
SELL
N/A
-69,977 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
39,019 Added 126.04%
69,977 $852,000
Q4 2020

Jan 29, 2021
SELL
N/A
-26,592 Reduced 46.21%
30,958 $431,000
Q3 2020

Nov 05, 2020
BUY
N/A
14,584 Added 33.94%
57,550 $627,000
Q2 2020

Jul 23, 2020
SELL
N/A
-82,234 Reduced 65.68%
42,966 $547,000
Q1 2020

May 05, 2020
SELL
N/A
-510 Reduced 0.41%
125,200 $985,000
Q4 2019

Jan 30, 2020
BUY
N/A
510 Added 0.41%
125,710 $1.46 Million
Q3 2019

Nov 01, 2019
SELL
N/A
-1,800 Reduced 1.42%
125,200 $1.11 Million
Q2 2019

Jul 26, 2019
BUY
N/A
22,000 Added 20.95%
127,000 $668,000
Q1 2019

Apr 24, 2019
BUY
N/A
7,100 Added 7.25%
105,000 $1.15 Million
Q4 2018

Feb 01, 2019
BUY
N/A
47,200 Added 93.1%
97,900 $1.08 Million
Q3 2018

Oct 25, 2018
BUY
N/A
30,500 Added 150.99%
50,700 $895,000
Q2 2018

Jul 20, 2018
BUY
N/A
20,200 New
20,200 $276,000
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