A detailed history of Creative Planning transactions in I3 Verticals, Inc. stock. As of the latest transaction made, Creative Planning holds 39 shares of IIIV stock, worth $1,080. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Holding current value
$1,080
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$21.01 - $25.92 $819 - $1,010
39 New
39 $0

Others Institutions Holding IIIV

About i3 Verticals, Inc.


  • Ticker IIIV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 22,262,900
  • Market Cap $617M
  • Description
  • i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. It operates in two segments, Merchant Services, and Proprietary Software and Payments. The company offers payment processing services t...
More about IIIV
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.