A detailed history of Creative Planning transactions in Olo Inc. stock. As of the latest transaction made, Creative Planning holds 30,371 shares of OLO stock, worth $210,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,371
Previous 26,397 15.05%
Holding current value
$210,774
Previous $116,000 29.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$4.25 - $5.61 $16,889 - $22,294
3,974 Added 15.05%
30,371 $150,000
Q2 2024

Aug 15, 2024

BUY
$4.32 - $5.37 $114,035 - $141,751
26,397 New
26,397 $116,000
Q3 2023

Nov 16, 2023

BUY
$5.72 - $7.99 $17,703 - $24,729
3,095 Added 4.7%
68,975 $417,000
Q2 2023

Jul 21, 2023

BUY
$6.45 - $8.8 $52,328 - $71,394
8,113 Added 14.04%
65,880 $425,000
Q1 2023

May 15, 2023

BUY
$6.55 - $8.83 $19,453 - $26,225
2,970 Added 5.42%
57,767 $471,000
Q4 2022

Feb 10, 2023

BUY
$5.8 - $9.01 $230,074 - $357,408
39,668 Added 262.2%
54,797 $342,000
Q3 2022

Nov 03, 2022

SELL
$7.5 - $14.05 $3,000 - $5,620
-400 Reduced 2.58%
15,129 $120,000
Q2 2022

Aug 15, 2022

SELL
$8.9 - $13.99 $618,550 - $972,305
-69,500 Reduced 81.74%
15,529 $153,000
Q1 2022

May 16, 2022

BUY
$11.58 - $21.21 $984,635 - $1.8 Million
85,029 New
85,029 $1.13 Million

Others Institutions Holding OLO

About Olo Inc.


  • Ticker OLO
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 102,296,000
  • Market Cap $710M
  • Description
  • Olo Inc. provides software-as-a-service platform for multi-location restaurants in the United States. The company's platform enables on-demand commerce operations, which cover digital ordering and delivery through online and mobile ordering modules. Its modules include Order Management, an on-demand digital commerce and channel management soluti...
More about OLO
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