Creative Planning CreativePlanning Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025

Shares

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

Aug 04, 2021
SELL
N/A
-18,389 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
12,084 Added 191.66%
18,389 $802,000
Q4 2020

Jan 29, 2021
SELL
N/A
-990 Reduced 13.57%
6,305 $278,000
Q3 2020

Nov 05, 2020
BUY
N/A
7,295 New
7,295 $242,000
Q3 2018

Oct 25, 2018
SELL
N/A
-17,651 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
N/A
2,932 Added 19.92%
17,651 $245,000
Q1 2018

Apr 18, 2018
SELL
N/A
-726 Reduced 4.7%
14,719 $232,000
Q4 2017

Jan 17, 2018
SELL
N/A
-11,316 Reduced 42.29%
15,445 $253,000
Q3 2017

Oct 17, 2017
BUY
N/A
26,761
26,761 $421,000
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