Creative Planning First Tr Multi Cap Value Alpha Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in First Tr Multi Cap Value Alpha stock. As of the latest transaction made, Creative Planning holds 3,979 shares of FAB stock, worth $342,711. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,979
Previous 7,257
45.17%
Holding current value
$342,711
Previous $577,000
44.02%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FAB
# of Institutions
68Shares Held
731KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY63.5KShares$5.47 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL61.7KShares$5.32 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC50.3KShares$4.33 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL49.8KShares$4.29 Million0.01% of portfolio
-
626 Financial, LLC39KShares$3.36 Million1.57% of portfolio