Creative Planning First Tr Multi Cap Growth Alph Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Creative Planning holds 4,039 shares of FAD stock, worth $595,065. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,039

Holding current value

$595,065

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$131.79 - $150.3 $532,299 - $607,061	4,039 New	4,039 $558,000

Others Institutions Holding FAD

# of Institutions

Shares Held

1.03M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

96.5K
Shares

$14.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

89K
Shares

$13.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$12.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.8K
Shares

$12.1 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

63K
Shares

$9.28 Million
0.01% of portfolio

View Full List

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

More about FAD

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