Creative Planning First Tr Exchange Trd Fd Ii Fi Transaction History

Creative Planning

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 23, 2020	SELL	$14.95 - $20.47 $239,947 - $328,543	-16,050 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$22.13 - $24.98 $98,478 - $111,161	-4,450 Reduced 21.71%	16,050 $400,000
Q3 2019 Nov 01, 2019	SELL	$22.69 - $23.43 $3,948 - $4,076	-174 Reduced 0.84%	20,500 $470,000
Q2 2019 Jul 26, 2019	BUY	N/A	20,674 New	20,674 $476,000

134

11.2M

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

Stay updated on Creative Planning with notifications on news.