Creative Planning First Tr Large Cap Value Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in First Tr Large Cap Value stock. As of the latest transaction made, Creative Planning holds 43,332 shares of FTA stock, worth $3.58 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43,332
Previous 94,889
54.33%
Holding current value
$3.58 Million
Previous $7.28 Million
53.19%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
230Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$171 Million0.01% of portfolio
-
Ubs Group Ag974KShares$80.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC872KShares$72 Million0.02% of portfolio
-
Envestnet Asset Management Inc415KShares$34.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$28.3 Million0.0% of portfolio