Creative Planning LISTED FDS TR Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
15,793
Previous 13,804 14.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
1,989 Added 14.41%
15,793 $0
Q2 2025

Aug 08, 2025
SELL
N/A
-740 Reduced 5.09%
13,804 $0
Q1 2025

May 15, 2025
BUY
N/A
2,051 Added 16.42%
14,544 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-7 Reduced 0.06%
12,493 $0
Q3 2024

Oct 11, 2024
SELL
N/A
-2,535 Reduced 16.86%
12,500 $0
Q2 2024

Aug 15, 2024
BUY
N/A
15,035 New
15,035 $0
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