Creative Planning KCAP FINL INC Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Jul 26, 2019
SELL
N/A
-34,865 Closed
0 $0
Q1 2019

Apr 24, 2019
BUY
N/A
6,000 Added 20.79%
34,865 $126,000
Q3 2017

Oct 17, 2017
BUY
N/A
28,865
28,865 $105,000
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email