Creative Planning FORTREA HLDGS INC Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
76,662
Previous 50,455 51.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
26,207 Added 51.94%
76,662 $0
Q2 2025

Aug 08, 2025
BUY
N/A
40,350 Added 399.31%
50,455 $0
Q1 2025

May 15, 2025
BUY
N/A
10,096 Added 112177.78%
10,105 $0
Q4 2024

Feb 14, 2025
BUY
N/A
9 New
9 $0
Q1 2024

May 10, 2024
SELL
N/A
-178 Reduced 2.2%
7,901 $0
Q4 2023

Feb 14, 2024
BUY
N/A
68 Added 0.85%
8,079 $0
Q3 2023

Nov 16, 2023
BUY
N/A
8,011 New
8,011 $0
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