Creative Planning FUNDX INVT TR Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
13,490
Previous 13,490 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
N/A
-78 Reduced 0.57%
13,490 $0
Q1 2024

May 10, 2024
SELL
N/A
-1,873 Reduced 12.13%
13,568 $0
Q4 2022

Feb 10, 2023
BUY
N/A
15,441 New
15,441 $0
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