A detailed history of Creative Planning transactions in Assurant, Inc. stock. As of the latest transaction made, Creative Planning holds 1,452 shares of AIZ stock, worth $240,814. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,452
Previous 3,038 52.21%
Holding current value
$240,814
Previous $511,000 46.58%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$163.3 - $188.24 $258,993 - $298,548
-1,586 Reduced 52.21%
1,452 $273,000
Q4 2023

Feb 14, 2024

BUY
$143.23 - $171.43 $435,132 - $520,804
3,038 New
3,038 $511,000
Q2 2023

Jul 21, 2023

BUY
$116.11 - $132.03 $33,904 - $38,552
292 Added 15.48%
2,178 $273,000
Q1 2023

May 15, 2023

BUY
$104.92 - $135.65 $10,072 - $13,022
96 Added 5.36%
1,886 $226,000
Q4 2022

Feb 10, 2023

BUY
$119.21 - $154.43 $213,385 - $276,429
1,790 New
1,790 $223,000
Q4 2021

Feb 11, 2022

SELL
$147.55 - $165.59 $222,062 - $249,212
-1,505 Closed
0 $0
Q3 2021

Nov 10, 2021

SELL
$151.47 - $171.13 $92,851 - $104,902
-613 Reduced 28.94%
1,505 $237,000
Q2 2021

Aug 04, 2021

BUY
$142.3 - $163.45 $301,391 - $346,187
2,118 New
2,118 $330,000

Others Institutions Holding AIZ

About ASSURANT, INC.


  • Ticker AIZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 53,209,300
  • Market Cap $8.82B
  • Description
  • Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, ...
More about AIZ
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