Creative Planning ETF Managers Tr Transaction History

Creative Planning

$90.1 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$46.46 - $56.41 $49,479 - $60,076	1,065 Added 17.88%	7,023 $390,000
Q2 2023 Jul 21, 2023	SELL	$49.28 - $53.28 $57,953 - $62,657	-1,176 Reduced 16.48%	5,958 $317,000
Q1 2023 May 15, 2023	BUY	$49.3 - $55.82 $65,470 - $74,128	1,328 Added 22.87%	7,134 $372,000
Q4 2022 Feb 10, 2023	SELL	$45.51 - $53.03 $5,916 - $6,893	-130 Reduced 2.19%	5,806 $286,000
Q2 2022 Aug 15, 2022	SELL	$45.86 - $58.8 $48,428 - $62,092	-1,056 Reduced 15.1%	5,936 $282,000

Q1 2022 May 16, 2022	SELL	$54.6 - $64.2 $153,862 - $180,915	-2,818 Reduced 28.73%	6,992 $409,000
Q4 2021 Feb 11, 2022	BUY	$59.33 - $66.2 $204,569 - $228,257	3,448 Added 54.2%	9,810 $632,000
Q3 2021 Nov 10, 2021	BUY	$58.7 - $62.75 $73,375 - $78,437	1,250 Added 24.45%	6,362 $378,000
Q2 2021 Aug 04, 2021	SELL	$56.13 - $60.52 $88,629 - $95,561	-1,579 Reduced 23.6%	5,112 $309,000
Q1 2021 Apr 30, 2021	BUY	$52.54 - $58.16 $44,343 - $49,087	844 Added 14.43%	6,691 $385,000
Q4 2020 Jan 29, 2021	BUY	$44.19 - $53.1 $258,378 - $310,475	5,847 New	5,847 $310,000

Others Institutions Holding ETHO

# of Institutions

4

Shares Held

85.9K

Call Options Held

0

Put Options Held

0

Harbour Investments, Inc. Madison, WI

55.9K
Shares

$3.15 Million
0.13% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

17.6K
Shares

$991,013
0.0% of portfolio
American Portfolios Advisors Holbrook, NY

9.87K
Shares

$555,808
0.02% of portfolio
Live Oak Investment Partners Austin, TX

2.54K
Shares

$143,021
0.13% of portfolio

About ETF MANAGERS TR

Ticker ETHO
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