Creative Planning FIDELITY COVINGTON TRUST Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
35,388
Previous 17,690 100.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
17,698 Added 100.05%
35,388 $0
Q2 2025

Aug 08, 2025
BUY
N/A
459 Added 2.66%
17,690 $0
Q1 2025

May 15, 2025
SELL
N/A
-1,264 Reduced 6.83%
17,231 $0
Q4 2024

Feb 14, 2025
BUY
N/A
5,369 Added 40.9%
18,495 $0
Q3 2024

Oct 11, 2024
SELL
N/A
-59 Reduced 0.45%
13,126 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-3,436 Reduced 20.67%
13,185 $0
Q1 2024

May 10, 2024
BUY
N/A
3,735 Added 28.98%
16,621 $0
Q4 2023

Feb 14, 2024
BUY
N/A
12,886 New
12,886 $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