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
-30,660 Closed
0 $0
Q1 2021

Apr 30, 2021
SELL
N/A
-3,264 Reduced 9.62%
30,660 $125,000
Q4 2020

Jan 29, 2021
SELL
N/A
-6,326 Reduced 15.72%
33,924 $132,000
Q3 2020

Nov 05, 2020
SELL
N/A
-5,882 Reduced 12.75%
40,250 $108,000
Q2 2020

Jul 23, 2020
BUY
N/A
1,929 Added 4.36%
46,132 $115,000
Q1 2020

May 05, 2020
BUY
N/A
18,423 Added 71.46%
44,203 $69,000
Q4 2019

Jan 30, 2020
SELL
N/A
-2,708 Reduced 9.51%
25,780 $197,000
Q3 2019

Nov 01, 2019
BUY
N/A
3,235 Added 12.81%
28,488 $210,000
Q2 2019

Jul 26, 2019
SELL
N/A
-2,422 Reduced 8.75%
25,253 $181,000
Q1 2019

Apr 24, 2019
SELL
N/A
-3,411 Reduced 10.97%
27,675 $201,000
Q4 2018

Feb 01, 2019
SELL
N/A
-15,402 Reduced 33.13%
31,086 $208,000
Q3 2018

Oct 25, 2018
BUY
N/A
3,456 Added 8.03%
46,488 $342,000
Q2 2018

Jul 20, 2018
BUY
N/A
7,705 Added 21.81%
43,032 $326,000
Q1 2018

Apr 18, 2018
SELL
N/A
-9,976 Reduced 22.02%
35,327 $266,000
Q4 2017

Jan 17, 2018
BUY
N/A
10,499 Added 30.17%
45,303 $359,000
Q3 2017

Oct 17, 2017
BUY
N/A
34,804
34,804 $305,000
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