A detailed history of Creative Planning transactions in Nu Holdings Ltd. stock. As of the latest transaction made, Creative Planning holds 845,637 shares of NU stock, worth $8.77 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
845,637
Previous 418,624 102.0%
Holding current value
$8.77 Million
Previous $5.4 Million 113.9%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$10.71 - $15.14 $4.57 Million - $6.46 Million
427,013 Added 102.0%
845,637 $11.5 Million
Q2 2024

Aug 15, 2024

BUY
$10.48 - $12.92 $113,949 - $140,479
10,873 Added 2.67%
418,624 $5.4 Million
Q1 2024

May 10, 2024

SELL
$8.09 - $12.25 $1.38 Million - $2.09 Million
-170,944 Reduced 29.54%
407,751 $4.86 Million
Q4 2023

Feb 14, 2024

SELL
$6.84 - $8.83 $696,626 - $899,300
-101,846 Reduced 14.97%
578,695 $4.82 Million
Q3 2023

Nov 16, 2023

BUY
$6.81 - $8.18 $2.76 Million - $3.31 Million
404,852 Added 146.85%
680,541 $4.93 Million
Q2 2023

Jul 21, 2023

SELL
$4.42 - $7.89 $596,996 - $1.07 Million
-135,067 Reduced 32.88%
275,689 $2.18 Million
Q1 2023

May 15, 2023

BUY
$3.48 - $5.34 $747,660 - $1.15 Million
214,845 Added 109.66%
410,756 $1.96 Million
Q4 2022

Feb 10, 2023

BUY
$3.74 - $5.09 $398,295 - $542,064
106,496 Added 119.1%
195,911 $797,000
Q3 2022

Nov 03, 2022

BUY
$3.77 - $5.52 $337,094 - $493,570
89,415 New
89,415 $393,000

Others Institutions Holding NU

About Nu Holdings Ltd.


  • Ticker NU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,561,860,096
  • Market Cap $36.9B
  • Description
  • Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobi...
More about NU
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