Creative Planning UNITED TECHNOLOGIES CORP Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 23, 2020	SELL	N/A	-97,562 Closed	0 $0
Q1 2020 May 05, 2020	SELL	N/A	-3,999 Reduced 3.94%	97,562 $9.2 Million
Q4 2019 Jan 30, 2020	BUY	N/A	593 Added 0.59%	101,561 $15.2 Million
Q3 2019 Nov 01, 2019	BUY	N/A	1,519 Added 1.53%	100,968 $13.8 Million
Q2 2019 Jul 26, 2019	BUY	N/A	1,192 Added 1.21%	99,449 $12.9 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-2,557 Reduced 2.54%	98,257 $12.7 Million
Q4 2018 Feb 01, 2019	BUY	N/A	4,887 Added 5.09%	100,814 $10.7 Million
Q3 2018 Oct 25, 2018	BUY	N/A	2,643 Added 2.83%	95,927 $13.4 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-1,433 Reduced 1.51%	93,284 $11.7 Million
Q1 2018 Apr 18, 2018	BUY	N/A	3,923 Added 4.32%	94,717 $11.9 Million
Q4 2017 Jan 17, 2018	BUY	N/A	1,476 Added 1.65%	90,794 $11.6 Million
Q3 2017 Oct 17, 2017	BUY	N/A	89,318	89,318 $10.4 Million

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.