Creative Planning Victory Portfolios Ii Shs Us 5 Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Creative Planning holds 8,684 shares of CFA stock, worth $744,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,684
Previous 8,688 0.05%
Holding current value
$744,653
Previous $689,000 8.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024
SELL
$78.37 - $86.15 $313 - $344
-4 Reduced 0.05%
8,684 $748,000
Q2 2024

Aug 15, 2024
BUY
$76.78 - $81.08 $24,723 - $26,107
322 Added 3.85%
8,688 $689,000
Q1 2024

May 10, 2024
BUY
$73.43 - $81.36 $8,003 - $8,868
109 Added 1.32%
8,366 $680,000
Q4 2023

Feb 14, 2024
BUY
$64.78 - $75.03 $14,834 - $17,181
229 Added 2.85%
8,257 $616,000
Q3 2023

Nov 16, 2023
BUY
$68.0 - $73.25 $8,432 - $9,083
124 Added 1.57%
8,028 $546,000
Q2 2023

Jul 21, 2023
SELL
$66.49 - $71.08 $19,282 - $20,613
-290 Reduced 3.54%
7,904 $561,000
Q1 2023

May 15, 2023
SELL
$65.29 - $72.14 $83,505 - $92,267
-1,279 Reduced 13.5%
8,194 $563,000
Q4 2022

Feb 10, 2023
BUY
$61.44 - $71.21 $552 - $640
9 Added 0.1%
9,473 $641,000
Q3 2022

Nov 03, 2022
BUY
$60.97 - $72.16 $426 - $505
7 Added 0.07%
9,464 $577,000
Q2 2022

Aug 15, 2022
BUY
$62.06 - $74.6 $124 - $149
2 Added 0.02%
9,457 $607,000
Q1 2022

May 16, 2022
BUY
$69.35 - $77.79 $485 - $544
7 Added 0.07%
9,455 $700,000
Q4 2021

Feb 11, 2022
BUY
$71.27 - $77.81 $468,742 - $511,756
6,577 Added 229.08%
9,448 $734,000
Q3 2021

Nov 10, 2021
SELL
$70.32 - $75.05 $182,058 - $194,304
-2,589 Reduced 47.42%
2,871 $204,000
Q2 2021

Aug 04, 2021
BUY
$67.71 - $71.79 $369,696 - $391,973
5,460 New
5,460 $390,000

Others Institutions Holding CFA

# of Institutions
69
Shares Held
3.79M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
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