Creative Planning CreativePlanning Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 04, 2021
SELL
N/A
-12,646 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
500 Added 4.12%
12,646 $262,000
Q4 2020

Jan 29, 2021
SELL
N/A
-10,775 Reduced 47.01%
12,146 $199,000
Q3 2020

Nov 05, 2020
BUY
N/A
351 Added 1.56%
22,921 $197,000
Q1 2020

May 05, 2020
BUY
N/A
838 Added 3.86%
22,570 $148,000
Q4 2019

Jan 30, 2020
BUY
N/A
6,553 Added 43.17%
21,732 $394,000
Q3 2019

Nov 01, 2019
SELL
N/A
-2,420 Reduced 13.75%
15,179 $266,000
Q2 2019

Jul 26, 2019
SELL
N/A
-2,239 Reduced 11.29%
17,599 $366,000
Q1 2019

Apr 24, 2019
BUY
N/A
19,838 New
19,838 $368,000
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