A detailed history of Creative Planning transactions in Advantage Solutions Inc. stock. As of the latest transaction made, Creative Planning holds 54,753 shares of ADV stock, worth $62,965. This represents 0.0% of its overall portfolio holdings.

Number of Shares
54,753
Previous 19,461 181.35%
Holding current value
$62,965
Previous $25,000 232.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025

BUY
$1.3 - $1.96 $45,879 - $69,172
35,292 Added 181.35%
54,753 $83,000
Q2 2025

Aug 08, 2025

BUY
$1.09 - $1.65 $21,212 - $32,110
19,461 New
19,461 $25,000
Q4 2024

Feb 14, 2025

SELL
$2.91 - $3.73 $23,786 - $30,489
-8,174 Reduced 34.33%
15,638 $45,000
Q3 2024

Oct 11, 2024

BUY
$3.13 - $4.09 $74,531 - $97,391
23,812 New
23,812 $81,000

Others Institutions Holding ADV

About Advantage Solutions Inc.


  • Ticker ADV
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Advertising Agencies
  • Shares Outstandng 318,503,008
  • Market Cap $366M
  • Description
  • Advantage Solutions Inc. provides outsourced solutions to consumer goods companies and retailers in North America and internationally. It operates in two segments, Sales and Marketing. The Sales segment offers brand-centric services, such as headquarter relationship management; analytics, insights, and intelligence; administration; and brand-cen...
More about ADV
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