Creative Planning CreativePlanning Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	N/A	-911,669 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	N/A	14,806 Added 1.65%	911,669 $14.8 Million
Q4 2020 Jan 29, 2021	BUY	N/A	344,851 Added 62.47%	896,863 $16.3 Million
Q3 2020 Nov 05, 2020	BUY	N/A	171,453 Added 45.05%	552,012 $9.93 Million
Q2 2020 Jul 23, 2020	BUY	N/A	42,265 Added 12.49%	380,559 $6.47 Million
Q1 2020 May 05, 2020	BUY	N/A	86,407 Added 34.3%	338,294 $5.1 Million
Q4 2019 Jan 30, 2020	SELL	N/A	-11,114 Reduced 4.23%	251,887 $3.65 Million
Q3 2019 Nov 01, 2019	SELL	N/A	-49,024 Reduced 15.71%	263,001 $3.71 Million
Q2 2019 Jul 26, 2019	BUY	N/A	1,530 Added 0.49%	312,025 $4.21 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-18,777 Reduced 5.7%	310,495 $3.84 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-5,594 Reduced 1.67%	329,272 $4.05 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-34,963 Reduced 9.45%	334,866 $3.83 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-24,425 Reduced 6.2%	369,829 $4.45 Million
Q1 2018 Apr 18, 2018	SELL	N/A	-3,530 Reduced 0.89%	394,254 $5.02 Million
Q4 2017 Jan 17, 2018	SELL	N/A	-18,069 Reduced 4.35%	397,784 $4.98 Million
Q3 2017 Oct 17, 2017	BUY	N/A	415,853	415,853 $5.12 Million

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