Creative Planning OAKTREE SPECIALTY LENDING CO Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025
Number of Shares
52,132
Previous 41,877 24.49%
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
Q1 2025

May 15, 2025
BUY
N/A
10,255 Added 24.49%
52,132 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-3,349 Reduced 7.41%
41,877 $0
Q3 2024

Oct 11, 2024
SELL
N/A
-150 Reduced 0.33%
45,226 $0
Q2 2024

Aug 15, 2024
BUY
N/A
4,544 Added 11.13%
45,376 $0
Q1 2024

May 10, 2024
BUY
N/A
12,417 Added 43.7%
40,832 $0
Q4 2023

Feb 14, 2024
BUY
N/A
13,029 Added 84.68%
28,415 $0
Q3 2023

Nov 16, 2023
BUY
N/A
15,386 New
15,386 $0
Q1 2023

May 15, 2023
BUY
N/A
10,198 New
10,198 $0
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