Creative Planning Strategy Shs Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Strategy Shs stock. As of the latest transaction made, Creative Planning holds 69,020 shares of HNDL stock, worth $1.52 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

69,020

Previous 64,833 6.46%

Holding current value

$1.52 Million

Previous $1.4 Million 9.47%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$21.41 - $22.28 $89,643 - $93,286	4,187 Added 6.46%	69,020 $1.54 Million
Q2 2025 Aug 08, 2025	BUY	$19.2 - $21.66 $132,864 - $149,887	6,920 Added 11.95%	64,833 $1.4 Million
Q1 2025 May 15, 2025	SELL	$20.7 - $21.8 $2,877 - $3,030	-139 Reduced 0.24%	57,913 $1.22 Million
Q4 2024 Feb 14, 2025	BUY	$21.25 - $22.4 $80,601 - $84,963	3,793 Added 6.99%	58,052 $1.24 Million
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

# of Institutions

113

Shares Held

3.78M

Call Options Held

Put Options Held

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Creative Planning Strategy Shs Transaction History