Creative Planning First Tr Exchange Traded Fd Ii Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Creative Planning holds 4,813 shares of FPXI stock, worth $293,689. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,813
Previous 4,438
8.45%
Holding current value
$293,689
Previous $209,000
29.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FPXI
# of Institutions
89Shares Held
1.95MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC358KShares$21.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA271KShares$16.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY207KShares$12.6 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$5.38 Million2.15% of portfolio
-
Sfi Advisors, LLC Montclair, NJ72.2KShares$4.4 Million2.96% of portfolio