Creative Planning THOMSON REUTERS CORP Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
20,781
Previous 20,577 0.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
204 Added 0.99%
20,781 $0
Q2 2025

Aug 08, 2025
BUY
N/A
520 Added 2.59%
20,577 $0
Q1 2025

May 15, 2025
BUY
N/A
1,029 Added 5.41%
20,057 $0
Q4 2024

Feb 14, 2025
BUY
N/A
686 Added 3.74%
19,028 $0
Q3 2024

Oct 11, 2024
BUY
N/A
1,514 Added 9.0%
18,342 $0
Q2 2024

Aug 15, 2024
BUY
N/A
164 Added 0.98%
16,828 $0
Q1 2024

May 10, 2024
BUY
N/A
1,472 Added 9.69%
16,664 $0
Q4 2023

Feb 14, 2024
BUY
N/A
2,115 Added 16.17%
15,192 $0
Q3 2023

Nov 16, 2023
SELL
N/A
-1,050 Reduced 7.43%
13,077 $0
Q2 2023

Jul 21, 2023
BUY
N/A
14,127 New
14,127 $0
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