Creative Planning First Tr Exchange Traded Fd Ii Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Creative Planning holds 4,844 shares of FMB stock, worth $248,109. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,844
Previous 6,497 25.44%
Holding current value
$248,109
Previous $331,000 24.17%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$51.0 - $52.05 $84,303 - $86,038
-1,653 Reduced 25.44%
4,844 $251,000
Q2 2024

Aug 15, 2024
SELL
$50.47 - $51.43 $232,565 - $236,989
-4,608 Reduced 41.49%
6,497 $331,000
Q1 2024

May 10, 2024
SELL
$51.0 - $51.74 $754,290 - $765,234
-14,790 Reduced 57.12%
11,105 $570,000
Q4 2023

Feb 14, 2024
SELL
$48.08 - $51.69 $599,317 - $644,315
-12,465 Reduced 32.49%
25,895 $1.34 Million
Q3 2023

Nov 16, 2023
BUY
$48.81 - $50.98 $1.3 Million - $1.36 Million
26,674 Added 228.26%
38,360 $1.88 Million
Q2 2023

Jul 21, 2023
SELL
$49.86 - $51.44 $104,706 - $108,024
-2,100 Reduced 15.23%
11,686 $592,000
Q1 2023

May 15, 2023
SELL
$50.21 - $51.59 $242,966 - $249,644
-4,839 Reduced 25.98%
13,786 $702,000
Q4 2022

Feb 10, 2023
SELL
$48.2 - $50.76 $514,486 - $541,812
-10,674 Reduced 36.43%
18,625 $933,000
Q3 2022

Nov 03, 2022
SELL
$48.72 - $51.97 $775,719 - $827,466
-15,922 Reduced 35.21%
29,299 $1.43 Million
Q2 2022

Aug 15, 2022
SELL
$50.1 - $53.11 $2.57 Million - $2.72 Million
-51,271 Reduced 53.13%
45,221 $2.29 Million
Q1 2022

May 16, 2022
SELL
$52.95 - $56.95 $740,770 - $796,730
-13,990 Reduced 12.66%
96,492 $5.12 Million
Q4 2021

Feb 11, 2022
BUY
$56.42 - $57.05 $6.23 Million - $6.3 Million
110,482 New
110,482 $6.3 Million

Others Institutions Holding FMB

# of Institutions
310
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

FMB Quotes by TradingView
  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email