Creative Planning First Tr Large Cap Value Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in First Tr Large Cap Value stock. As of the latest transaction made, Creative Planning holds 39,576 shares of FTA stock, worth $3.31 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39,576
Previous 43,332
8.67%
Holding current value
$3.31 Million
Previous $3.41 Million
3.23%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
227Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.05MShares$172 Million0.01% of portfolio
-
Ubs Group Ag969KShares$81.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC924KShares$77.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc407KShares$34 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC346KShares$29 Million0.0% of portfolio