Creative Planning CARLYLE GROUP L P Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	N/A	-78,017 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	N/A	43,251 Added 124.41%	78,017 $2.5 Million
Q3 2019 Nov 01, 2019	SELL	N/A	-592 Reduced 1.67%	34,766 $889,000
Q2 2019 Jul 26, 2019	BUY	N/A	1,560 Added 4.62%	35,358 $799,000
Q1 2019 Apr 24, 2019	BUY	N/A	2,800 Added 9.03%	33,798 $618,000
Q4 2018 Feb 01, 2019	BUY	N/A	4,683 Added 17.8%	30,998 $488,000
Q3 2018 Oct 25, 2018	SELL	N/A	-3,598 Reduced 12.03%	26,315 $593,000
Q2 2018 Jul 20, 2018	BUY	N/A	370 Added 1.25%	29,913 $637,000
Q1 2018 Apr 18, 2018	BUY	N/A	443 Added 1.52%	29,543 $631,000
Q4 2017 Jan 17, 2018	SELL	N/A	-2,050 Reduced 6.58%	29,100 $666,000
Q3 2017 Oct 17, 2017	BUY	N/A	31,150	31,150 $735,000

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