A detailed history of Creative Planning transactions in Utz Brands, Inc. stock. As of the latest transaction made, Creative Planning holds 52,067 shares of UTZ stock, worth $548,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52,067
Previous 60,532 13.98%
Holding current value
$548,265
Previous $852,000 23.36%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$11.62 - $14.29 $98,363 - $120,964
-8,465 Reduced 13.98%
52,067 $653,000
Q1 2025

May 15, 2025

BUY
$13.18 - $15.15 $387,070 - $444,925
29,368 Added 94.24%
60,532 $852,000
Q4 2024

Feb 14, 2025

BUY
$15.46 - $18.02 $29,806 - $34,742
1,928 Added 6.59%
31,164 $488,000
Q3 2024

Oct 11, 2024

SELL
$14.46 - $18.6 $114,508 - $147,293
-7,919 Reduced 21.31%
29,236 $516,000
Q2 2024

Aug 15, 2024

BUY
$16.6 - $19.55 $46,513 - $54,779
2,802 Added 8.16%
37,155 $618,000
Q1 2024

May 10, 2024

BUY
$16.14 - $19.18 $180,961 - $215,046
11,212 Added 48.45%
34,353 $633,000
Q4 2023

Feb 14, 2024

BUY
$11.45 - $16.24 $264,964 - $375,809
23,141 New
23,141 $375,000
Q4 2020

Jan 29, 2021

SELL
$16.86 - $22.85 $188,848 - $255,942
-11,201 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
$13.26 - $18.4 $148,525 - $206,098
11,201 New
11,201 $200,000

Others Institutions Holding UTZ

About Utz Brands, Inc.


  • Ticker UTZ
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Packaged Foods
  • Shares Outstandng 80,812,800
  • Market Cap $851M
  • Description
  • Utz Brands, Inc. operates as a snack food manufacturing company. It offers a range of salty snacks, including potato chips, kettle chips, tortilla chips, pretzels, cheese snacks, veggie snacks, pork skins, pub/party mixes, salsa and queso, ready-to-eat popcorn, and other snacks under the Utz, Zapp's, ON THE BORDER, Golden Flake, Good Health, Bou...
More about UTZ
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