Creative Planning CreativePlanning Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025

Shares

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

Aug 04, 2021
SELL
N/A
-9,309 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
373 Added 4.17%
9,309 $255,000
Q4 2020

Jan 29, 2021
BUY
N/A
181 Added 2.07%
8,936 $233,000
Q3 2020

Nov 05, 2020
BUY
N/A
8,755 New
8,755 $200,000
Q3 2019

Nov 01, 2019
SELL
N/A
-10,363 Closed
0 $0
Q2 2019

Jul 26, 2019
BUY
N/A
10,363 New
10,363 $250,000
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