Creative Planning CALIBERCOS INC Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025
Number of Shares
11,431
Previous 21,431 46.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-10,000 Reduced 46.66%
11,431 $0
Q3 2024

Oct 11, 2024
BUY
N/A
21,431 New
21,431 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email