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
-10,120 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
120 Added 1.2%
10,120 $14,000
Q4 2020

Jan 29, 2021
BUY
N/A
10,000 New
10,000 $16,000
Q3 2020

Nov 05, 2020
SELL
N/A
-18,953 Closed
0 $0
Q1 2020

May 05, 2020
SELL
N/A
-7,242 Reduced 27.65%
18,953 $7,000
Q3 2019

Nov 01, 2019
SELL
N/A
-590 Reduced 2.2%
26,195 $14,000
Q2 2019

Jul 26, 2019
BUY
N/A
10,619 Added 65.69%
26,785 $20,000
Q1 2019

Apr 24, 2019
BUY
N/A
2,490 Added 18.21%
16,166 $14,000
Q4 2018

Feb 01, 2019
BUY
N/A
13,676 New
13,676 $9,000
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