Creative Planning NI HLDGS INC Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024
Number of Shares
15,533
Previous 13,533 14.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
N/A
2,000 Added 14.78%
15,533 $0
Q3 2021

Nov 10, 2021
BUY
N/A
13,533 New
13,533 $238,000
Q2 2021

Aug 04, 2021
SELL
N/A
-13,533 Closed
0 $0
Q2 2020

Jul 23, 2020
SELL
N/A
-1,000 Reduced 6.88%
13,533 $200,000
Q1 2020

May 05, 2020
SELL
N/A
-12,967 Reduced 47.15%
14,533 $197,000
Q4 2018

Feb 01, 2019
BUY
N/A
27,500 New
27,500 $433,000
Q2 2018

Jul 20, 2018
SELL
N/A
-22,500 Closed
0 $0
Q1 2018

Apr 18, 2018
BUY
N/A
22,500 New
22,500 $376,000
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