A detailed history of Creative Planning transactions in Cardlytics, Inc. stock. As of the latest transaction made, Creative Planning holds 29,537 shares of CDLX stock, worth $114,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,537
Previous 21,816 35.39%
Holding current value
$114,308
Previous $179,000 47.49%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$2.96 - $9.15 $22,854 - $70,647
7,721 Added 35.39%
29,537 $94,000
Q2 2024

Aug 15, 2024

BUY
$8.03 - $15.41 $29,277 - $56,184
3,646 Added 20.07%
21,816 $179,000
Q1 2024

May 10, 2024

BUY
$5.77 - $20.25 $34 - $121
6 Added 0.03%
18,170 $263,000
Q4 2023

Feb 14, 2024

BUY
$6.11 - $14.1 $549 - $1,269
90 Added 0.5%
18,164 $167,000
Q3 2023

Nov 16, 2023

BUY
$5.78 - $19.17 $1,838 - $6,096
318 Added 1.79%
18,074 $298,000
Q2 2023

Jul 21, 2023

BUY
$3.45 - $8.29 $113 - $273
33 Added 0.19%
17,756 $112,000
Q1 2023

May 15, 2023

BUY
$2.6 - $8.98 $46,079 - $159,152
17,723 New
17,723 $60,000

Others Institutions Holding CDLX

About Cardlytics, Inc.


  • Ticker CDLX
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Advertising Agencies
  • Shares Outstandng 32,893,800
  • Market Cap $127M
  • Description
  • Cardlytics, Inc. operates an advertising platform in the United States and the United Kingdom. It offers Cardlytics platform, a proprietary native bank advertising channel that enables marketers to reach customers through their network of financial institution partners through digital channels, such as online, mobile applications, email, and var...
More about CDLX
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.