A detailed history of Creative Planning transactions in Strategy Shs stock. As of the latest transaction made, Creative Planning holds 54,259 shares of HNDL stock, worth $1.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
54,259
Previous 62,145 12.69%
Holding current value
$1.18 Million
Previous $1.31 Million 8.0%
% 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
$20.96 - $22.29 $165,290 - $175,778
-7,886 Reduced 12.69%
54,259 $1.21 Million
Q2 2024

Aug 15, 2024

SELL
$20.06 - $21.21 $60,962 - $64,457
-3,039 Reduced 4.66%
62,145 $1.31 Million
Q1 2024

May 10, 2024

BUY
$20.3 - $21.22 $343,151 - $358,702
16,904 Added 35.01%
65,184 $1.38 Million
Q4 2023

Feb 14, 2024

SELL
$18.32 - $20.79 $254,208 - $288,482
-13,876 Reduced 22.32%
48,280 $998,000
Q3 2023

Nov 16, 2023

BUY
$19.09 - $20.66 $269,264 - $291,409
14,105 Added 29.35%
62,156 $1.19 Million
Q2 2023

Jul 21, 2023

BUY
$19.67 - $20.41 $275 - $285
14 Added 0.03%
48,051 $976,000
Q1 2023

May 15, 2023

BUY
$19.55 - $21.07 $254 - $273
13 Added 0.03%
48,037 $971,000
Q4 2022

Feb 10, 2023

SELL
$18.7 - $20.71 $57,970 - $64,201
-3,100 Reduced 6.06%
48,024 $940,000
Q3 2022

Nov 03, 2022

BUY
$19.12 - $22.58 $59,176 - $69,885
3,095 Added 6.44%
51,124 $982,000
Q2 2022

Aug 15, 2022

BUY
$19.94 - $24.21 $10,348 - $12,564
519 Added 1.09%
48,029 $989,000
Q1 2022

May 16, 2022

SELL
$22.88 - $26.0 $22,056 - $25,064
-964 Reduced 1.99%
47,510 $1.15 Million
Q4 2021

Feb 11, 2022

BUY
$25.0 - $26.22 $1.21 Million - $1.27 Million
48,474 New
48,474 $1.26 Million

Others Institutions Holding HNDL

About STRATEGY SHS


  • Ticker HNDL
  • Sector ETFs
  • Industry ETFs
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