Creative Planning LAZARD INC Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
14,337
Previous 11,608 23.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
2,729 Added 23.51%
14,337 $0
Q1 2025

May 15, 2025
BUY
N/A
2,777 Added 31.45%
11,608 $0
Q4 2024

Feb 14, 2025
BUY
N/A
480 Added 5.75%
8,831 $0
Q3 2024

Oct 11, 2024
BUY
N/A
8,351 New
8,351 $0
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