Creative Planning KLAVIYO INC Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
18,542
Previous 18,307 1.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
235 Added 1.28%
18,542 $0
Q2 2025

Aug 08, 2025
BUY
N/A
1,304 Added 7.67%
18,307 $0
Q1 2025

May 15, 2025
BUY
N/A
833 Added 5.15%
17,003 $0
Q4 2024

Feb 14, 2025
BUY
N/A
9,000 Added 125.52%
16,170 $0
Q3 2024

Oct 11, 2024
BUY
N/A
7,170 New
7,170 $0
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