Creative Planning Victory Portfolios Ii Shs Dev Transaction History

Creative Planning

$90.1 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	N/A	-7,646 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	N/A	7,646 New	7,646 $206,000

Others Institutions Holding CIZ

# of Institutions

22

Shares Held

1.03M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

233K
Shares

$7.14 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

116K
Shares

$3.56 Million
0.0% of portfolio
Mather Group, Llc. Chicago, IL

93.8K
Shares

$2.87 Million
0.04% of portfolio
Flow Traders U.S. LLC New York, NY

87.7K
Shares

$2.68 Million
0.15% of portfolio
Jane Street Group, LLC New York, NY

78.5K
Shares

$2.4 Million
0.0% of portfolio

About VICTORY PORTFOLIOS II SHS DEV

Ticker CIZ
Sector ETFs
Industry ETFs

Track This Portfolio

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.