Creative Planning Velocity Financial, Inc. Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Velocity Financial, Inc. stock. As of the latest transaction made, Creative Planning holds 47,448 shares of VEL stock, worth $866,400. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47,448
Previous 67,244
29.44%
Holding current value
$866,400
Previous $1.25 Million
30.98%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VEL
# of Institutions
119Shares Held
36.5MCall Options Held
799KPut Options Held
646K-
Snow Phipps Group, LLC New York, NY13.4MShares$244 Million77.89% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M12.6MShares$231 Million0.28% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.38MShares$98.2 Million10.82% of portfolio
-
Black Rock Inc. New York, NY656KShares$12 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA479KShares$8.75 Million0.0% of portfolio
About Velocity Financial, Inc.
- Ticker VEL
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 32,415,900
- Market Cap $592M
- Description
- Velocity Financial, Inc. operates as a real estate finance company in the United States. It primarily originates and manages investor loans secured by 1?4 unit residential rental and small commercial properties. The company offers its products through a network of independent mortgage brokers. Velocity Financial, Inc. was founded in 2004 and is ...