Creative Planning WHEELS UP EXPERIENCE INC Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
5,000
Previous 23,471 78.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
N/A
-4,020 Reduced 17.13%
19,451 $0
Q2 2025

Aug 08, 2025
BUY
N/A
23,471 New
23,471 $0
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email