Creative Planning AMALGAMATED FINANCIAL CORP Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
28,633
Previous 25,872 10.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
N/A
2,761 Added 10.67%
28,633 $0
Q1 2025

May 15, 2025
BUY
N/A
9,899 Added 61.97%
25,872 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,817 Added 12.84%
15,973 $0
Q3 2024

Oct 11, 2024
BUY
N/A
2,812 Added 24.79%
14,156 $0
Q2 2024

Aug 15, 2024
BUY
N/A
11,344 New
11,344 $0
Q4 2023

Feb 14, 2024
BUY
N/A
11,688 New
11,688 $0
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