A detailed history of Creative Planning transactions in ETF Opportunities Tr American stock. As of the latest transaction made, Creative Planning holds 12,331 shares of ACVF stock, worth $537,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,331
Previous 11,220 9.9%
Holding current value
$537,015
Previous $454,000 11.89%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$37.88 - $41.67 $42,084 - $46,295
1,111 Added 9.9%
12,331 $508,000
Q1 2024

May 10, 2024

SELL
$35.94 - $40.47 $7,619 - $8,579
-212 Reduced 1.85%
11,220 $454,000
Q4 2023

Feb 14, 2024

BUY
$31.56 - $36.63 $6,690 - $7,765
212 Added 1.89%
11,432 $417,000
Q3 2023

Nov 16, 2023

BUY
$32.87 - $34.92 $103,474 - $109,928
3,148 Added 39.0%
11,220 $370,000
Q1 2023

May 15, 2023

BUY
$29.52 - $31.98 $238,285 - $258,142
8,072 New
8,072 $254,000

Others Institutions Holding ACVF

About ETF OPPORTUNITIES TR AMERICAN


  • Ticker ACVF
  • Sector ETFs
  • Industry ETFs
More about ACVF
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.