Creative Planning ORCHID IS CAP INC Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
26,455
Previous 40,762 35.1%
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
Q2 2025

Aug 08, 2025
SELL
N/A
-14,307 Reduced 35.1%
26,455 $0
Q1 2025

May 15, 2025
BUY
N/A
6,201 Added 17.94%
40,762 $0
Q4 2024

Feb 14, 2025
BUY
N/A
23,268 Added 206.04%
34,561 $0
Q3 2024

Oct 11, 2024
SELL
N/A
-1,561 Reduced 12.14%
11,293 $0
Q2 2024

Aug 15, 2024
BUY
N/A
646 Added 5.29%
12,854 $0
Q1 2024

May 10, 2024
BUY
N/A
1,010 Added 9.02%
12,208 $0
Q4 2023

Feb 14, 2024
BUY
N/A
11,198 New
11,198 $0
Q4 2022

Feb 10, 2023
BUY
N/A
10,167 New
10,167 $0
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