Creative Planning FUNDX INVT TR Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025
Number of Shares
6,542
Previous 6,438 1.62%
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
Q1 2025

May 15, 2025
BUY
N/A
104 Added 1.62%
6,542 $0
Q1 2024

May 10, 2024
BUY
N/A
106 Added 1.67%
6,438 $0
Q4 2023

Feb 14, 2024
BUY
N/A
6,332 New
6,332 $0
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