Creative Planning CreativePlanning Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025

Shares

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

Aug 04, 2021
SELL
N/A
-12,696 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
12,696 New
12,696 $82,000
Q2 2020

Jul 23, 2020
SELL
N/A
-62,195 Closed
0 $0
Q1 2020

May 05, 2020
SELL
N/A
-472 Reduced 0.75%
62,195 $109,000
Q4 2019

Jan 30, 2020
SELL
N/A
-4,576 Reduced 6.81%
62,667 $298,000
Q3 2019

Nov 01, 2019
BUY
N/A
1,109 Added 1.68%
67,243 $405,000
Q2 2019

Jul 26, 2019
SELL
N/A
-1,260 Reduced 1.87%
66,134 $331,000
Q1 2019

Apr 24, 2019
SELL
N/A
-3,495 Reduced 4.93%
67,394 $359,000
Q4 2018

Feb 01, 2019
SELL
N/A
-4,604 Reduced 6.1%
70,889 $332,000
Q3 2018

Oct 25, 2018
BUY
N/A
1,893 Added 2.57%
75,493 $460,000
Q2 2018

Jul 20, 2018
BUY
N/A
73,600 New
73,600 $459,000
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