Creative Planning Towne Bank (Va) Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Towne Bank (Va) stock. As of the latest transaction made, Creative Planning holds 38,763 shares of TOWN stock, worth $1.29 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

38,763

Previous 26,234 47.76%

Holding current value

$1.29 Million

Previous $896,000 49.55%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$34.49 - $37.64 $432,125 - $471,591	12,529 Added 47.76%	38,763 $1.34 Million
Q2 2025 Aug 08, 2025	BUY	$30.4 - $35.29 $180,484 - $209,516	5,937 Added 29.25%	26,234 $896,000
Q1 2025 May 15, 2025	BUY	$32.13 - $37.51 $7,036 - $8,214	219 Added 1.09%	20,297 $693,000
Q4 2024 Feb 14, 2025	BUY	$31.98 - $37.62 $32,171 - $37,845	1,006 Added 5.27%	20,078 $683,000
Q3 2024 Oct 11, 2024	SELL	$26.78 - $34.85 $33,019 - $42,970	-1,233 Reduced 6.07%	19,072 $630,000

Q2 2024 Aug 15, 2024	SELL	$25.83 - $28.34 $41,198 - $45,202	-1,595 Reduced 7.28%	20,305 $553,000
Q1 2024 May 10, 2024	BUY	$25.95 - $29.77 $114,361 - $131,196	4,407 Added 25.19%	21,900 $614,000
Q4 2023 Feb 14, 2024	BUY	$21.91 - $30.85 $383,271 - $539,659	17,493 New	17,493 $520,000

Others Institutions Holding TOWN

# of Institutions

284

Shares Held

46.9M

Call Options Held

Put Options Held

View Full List

About TOWNE BANK (VA)

Ticker TOWN
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 72,746,000
Market Cap $2.42B

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Creative Planning Towne Bank (Va) Transaction History