Creative Planning CALLAN JMB INC Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
170,008
Previous 120,008 41.66%
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
Q3 2025

Nov 14, 2025
BUY
N/A
50,000 Added 41.66%
170,008 $0
Q1 2025

May 15, 2025
BUY
N/A
120,008 New
120,008 $0
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