Creative Planning MASTERBRAND INC Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
35,936
Previous 29,784 20.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
N/A
6,152 Added 20.66%
35,936 $0
Q1 2025

May 15, 2025
BUY
N/A
611 Added 2.09%
29,784 $0
Q4 2024

Feb 14, 2025
BUY
N/A
225 Added 0.78%
29,173 $0
Q3 2024

Oct 11, 2024
BUY
N/A
4,432 Added 18.08%
28,948 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-645 Reduced 2.56%
24,516 $0
Q1 2024

May 10, 2024
SELL
N/A
-547 Reduced 2.13%
25,161 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-983 Reduced 3.68%
25,708 $0
Q3 2023

Nov 16, 2023
BUY
N/A
8,509 Added 46.8%
26,691 $0
Q2 2023

Jul 21, 2023
SELL
N/A
-505 Reduced 2.7%
18,182 $0
Q1 2023

May 15, 2023
SELL
N/A
-1,479 Reduced 7.33%
18,687 $0
Q4 2022

Feb 10, 2023
BUY
N/A
20,166 New
20,166 $0
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