Creative Planning Legg Mason ETF Invt Tr Clearbr Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	SELL	$45.78 - $52.4 $34,289 - $39,247	-749 Reduced 11.1%	5,997 $312,000
Q4 2023 Feb 14, 2024	BUY	$39.3 - $47.31 $11,554 - $13,909	294 Added 4.56%	6,746 $317,000
Q3 2023 Nov 16, 2023	SELL	$40.24 - $43.99 $63,217 - $69,108	-1,571 Reduced 19.58%	6,452 $262,000
Q1 2023 May 15, 2023	SELL	$32.77 - $37.92 $34,637 - $40,081	-1,057 Reduced 11.64%	8,023 $302,000
Q4 2022 Feb 10, 2023	SELL	$32.33 - $38.21 $505,447 - $597,375	-15,634 Reduced 63.26%	9,080 $300,000
Q3 2022 Nov 03, 2022	SELL	N/A	-1,497 Reduced 5.71%	24,714 $852,000
Q2 2022 Aug 15, 2022	SELL	N/A	-5,161 Reduced 16.45%	26,211 $944,000
Q1 2022 May 16, 2022	SELL	N/A	-2,580 Reduced 7.6%	31,372 $1.43 Million
Q4 2021 Feb 11, 2022	SELL	N/A	-7,465 Reduced 18.02%	33,952 $1.72 Million
Q3 2021 Nov 10, 2021	SELL	N/A	-24,668 Reduced 37.33%	41,417 $2.02 Million
Q2 2021 Aug 04, 2021	SELL	N/A	-12,369 Reduced 15.77%	66,085 $3.28 Million
Q1 2021 Apr 30, 2021	BUY	N/A	78,454 New	78,454 $3.58 Million

Others Institutions Holding CACG

# of Institutions

1

Shares Held

3.62K

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

3.62K
Shares

$0
0.01% of portfolio

About LEGG MASON ETF INVT TR CLEARBR

Ticker CACG
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