Creative Planning Pimco Investment Grade Corp Bd Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$92.33 - $96.0 $207,742 - $216,000	2,250 New	2,250 $213,000
Q3 2023 Nov 16, 2023	SELL	$91.01 - $95.28 $52,512 - $54,976	-577 Reduced 26.98%	1,562 $142,000
Q2 2023 Jul 21, 2023	BUY	$93.81 - $96.79 $200,659 - $207,033	2,139 New	2,139 $202,000
Q2 2022 Aug 15, 2022	SELL	$94.31 - $104.26 $72,430 - $80,071	-768 Reduced 25.67%	2,224 $214,000
Q1 2022 May 16, 2022	BUY	$102.77 - $112.14 $307,487 - $335,522	2,992 New	2,992 $312,000
Q2 2020 Jul 23, 2020	SELL	$103.7 - $114.28 $441,762 - $486,832	-4,260 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$92.44 - $114.28 $33,370 - $41,255	-361 Reduced 7.81%	4,260 $451,000
Q4 2019 Jan 30, 2020	BUY	$108.49 - $110.36 $501,332 - $509,973	4,621 New	4,621 $508,000

Others Institutions Holding CORP

# of Institutions

168

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

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