Creative Planning CONCENTRA GROUP HOLDINGS PAR Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
40,487
Previous 21,159 91.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
19,328 Added 91.35%
40,487 $0
Q2 2025

Aug 08, 2025
BUY
N/A
4,352 Added 25.89%
21,159 $0
Q1 2025

May 15, 2025
SELL
N/A
-1,457 Reduced 7.98%
16,807 $0
Q4 2024

Feb 14, 2025
BUY
N/A
18,264 New
18,264 $0
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