Creative Planning Proshares Tr S&P Midcap 400 Di Transaction History

Creative Planning

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 16, 2023	BUY	$66.59 - $73.45 $5,327 - $5,876	80 New	80 $5,000
Q4 2022 Feb 10, 2023	BUY	$65.53 - $75.15 $7,929 - $9,093	121 New	121 $8,000
Q2 2020 Jul 23, 2020	SELL	$42.21 - $58.1 $425,476 - $585,648	-10,080 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$38.94 - $61.2 $55,294 - $86,904	1,420 Added 16.4%	10,080 $454,000
Q4 2019 Jan 30, 2020	SELL	$55.94 - $60.84 $25,732 - $27,986	-460 Reduced 5.04%	8,660 $521,000
Q3 2019 Nov 01, 2019	SELL	$57.74 - $59.12 $11,432 - $11,705	-198 Reduced 2.12%	9,120 $530,000
Q2 2019 Jul 26, 2019	BUY	N/A	9,318 New	9,318 $544,000

220

13.5M

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

Stay updated on Creative Planning with notifications on news.