Creative Planning Listed Fds Tr Horizon Kinetics Transaction History

Creative Planning

$93.6 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	SELL	$29.38 - $32.03 $20,624 - $22,485	-702 Reduced 7.56%	8,585 $262,000
Q1 2023 May 15, 2023	SELL	$28.93 - $32.92 $14,031 - $15,966	-485 Reduced 4.96%	9,287 $286,000
Q4 2022 Feb 10, 2023	BUY	$28.23 - $33.05 $14,397 - $16,855	510 Added 5.51%	9,772 $307,000
Q3 2022 Nov 03, 2022	BUY	$27.16 - $31.72 $1,358 - $1,586	50 Added 0.54%	9,262 $258,000
Q2 2022 Aug 15, 2022	SELL	$28.36 - $34.72 $7,657 - $9,374	-270 Reduced 2.85%	9,212 $263,000
Q1 2022 May 16, 2022	BUY	$29.55 - $33.95 $24,940 - $28,653	844 Added 9.77%	9,482 $316,000
Q4 2021 Feb 11, 2022	BUY	$29.3 - $31.9 $1,113 - $1,212	38 Added 0.44%	8,638 $270,000
Q3 2021 Nov 10, 2021	BUY	$28.63 - $30.53 $246,218 - $262,558	8,600 New	8,600 $251,000

Others Institutions Holding INFL

# of Institutions

121

Shares Held

13.6M

Call Options Held

2.9K

Put Options Held

1.7K

Jpmorgan Chase & CO New York, NY

4.5M
Shares

$169 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.1M
Shares

$79 Million
4.53% of portfolio
Lpl Financial LLC Fort Mill, SC

632K
Shares

$23.8 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

396K
Shares

$14.9 Million
5.47% of portfolio
Wells Fargo & Company San Francisco, CA

367K
Shares

$13.8 Million
0.0% of portfolio

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