Creative Planning WADDELL & REED FINL INC Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 30, 2021
SELL
N/A
-34,317 Closed
0 $0
Q4 2020

Jan 29, 2021
SELL
N/A
-9,238 Reduced 21.21%
34,317 $874,000
Q3 2020

Nov 05, 2020
BUY
N/A
7,600 Added 21.14%
43,555 $647,000
Q1 2020

May 05, 2020
SELL
N/A
-264 Reduced 0.73%
35,955 $409,000
Q4 2019

Jan 30, 2020
SELL
N/A
-938 Reduced 2.52%
36,219 $606,000
Q3 2019

Nov 01, 2019
BUY
N/A
37,157 New
37,157 $638,000
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