Creative Planning Global X Fds Fintech ETF (De) Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	SELL	$19.71 - $24.72 $221,579 - $277,902	-11,242 Reduced 97.22%	321 $6,000
Q2 2023 Jul 21, 2023	SELL	$19.9 - $22.07 $46,048 - $51,069	-2,314 Reduced 16.68%	11,563 $255,000
Q1 2023 May 15, 2023	BUY	$19.23 - $23.92 $11,787 - $14,662	613 Added 4.62%	13,877 $288,000
Q4 2022 Feb 10, 2023	BUY	$18.44 - $22.01 $32,362 - $38,627	1,755 Added 15.25%	13,264 $255,000
Q3 2022 Nov 03, 2022	SELL	$20.28 - $26.99 $223 - $296	-11 Reduced 0.1%	11,509 $233,000
Q2 2022 Aug 15, 2022	BUY	$20.87 - $33.18 $240,422 - $382,233	11,520 New	11,520 $245,000
Q1 2022 May 16, 2022	SELL	$27.36 - $40.22 $147,005 - $216,102	-5,373 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$45.19 - $52.21 $21,420 - $24,747	474 Added 9.68%	5,373 $258,000
Q2 2021 Aug 04, 2021	BUY	$41.18 - $48.86 $201,740 - $239,365	4,899 New	4,899 $234,000

Others Institutions Holding FINX

# of Institutions

109

Shares Held

3.5M

Call Options Held

12.1K

Put Options Held

1.6K

About GLOBAL X FDS FINTECH ETF (DE)

Ticker FINX
Sector ETFs
Industry ETFs

More about FINX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.