Creative Planning RBB FD INC Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
17,685
Previous 20,069 11.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
N/A
-2,384 Reduced 11.88%
17,685 $0
Q1 2025

May 15, 2025
SELL
N/A
-33 Reduced 0.16%
20,069 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,289 Added 6.85%
20,102 $0
Q3 2024

Oct 11, 2024
SELL
N/A
-9,647 Reduced 33.9%
18,813 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-3,400 Reduced 10.67%
28,460 $0
Q1 2024

May 10, 2024
BUY
N/A
12,215 Added 62.18%
31,860 $0
Q4 2023

Feb 14, 2024
BUY
N/A
208 Added 1.07%
19,645 $0
Q2 2023

Jul 21, 2023
BUY
N/A
550 Added 2.91%
19,437 $0
Q1 2023

May 15, 2023
SELL
N/A
-695 Reduced 3.55%
18,887 $0
Q4 2022

Feb 10, 2023
BUY
N/A
145 Added 0.75%
19,582 $0
Q3 2022

Nov 03, 2022
SELL
N/A
-10,845 Reduced 35.81%
19,437 $407,000
Q2 2022

Aug 15, 2022
BUY
N/A
11,552 Added 61.68%
30,282 $641,000
Q1 2022

May 16, 2022
BUY
N/A
8,398 Added 81.28%
18,730 $497,000
Q4 2021

Feb 11, 2022
BUY
N/A
10,332 New
10,332 $303,000
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