Creative Planning Global X Fds Global X Consciou Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$29.58 - $34.52 $181,029 - $211,262	-6,120 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$31.33 - $34.92 $191,739 - $213,710	6,120 New	6,120 $211,000

Others Institutions Holding KRMA

# of Institutions

46

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

11.9M
Shares

$477 Million
2.15% of portfolio
Morgan Stanley New York, NY

2.4M
Shares

$96.4 Million
0.01% of portfolio
Geo Wealth Management, LLC Chicago, IL

277K
Shares

$11.1 Million
0.4% of portfolio
Elevation Capital Advisory, LLC Bend, OR

271K
Shares

$10.9 Million
4.69% of portfolio
Lpl Financial LLC Fort Mill, SC

78.9K
Shares

$3.17 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X CONSCIOU

Ticker KRMA
Sector ETFs
Industry ETFs

More about KRMA

Track This Portfolio

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.