Creative Planning RBB FD INC Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024
Number of Shares
18,813
Previous 28,460 33.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024
SELL
N/A
-9,647 Reduced 33.9%
18,813 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-3,400 Reduced 10.67%
28,460 $0
Q1 2024

May 10, 2024
BUY
N/A
12,215 Added 62.18%
31,860 $0
Q4 2023

Feb 14, 2024
BUY
N/A
208 Added 1.07%
19,645 $0
Q2 2023

Jul 21, 2023
BUY
N/A
550 Added 2.91%
19,437 $0
Q1 2023

May 15, 2023
SELL
N/A
-695 Reduced 3.55%
18,887 $0
Q4 2022

Feb 10, 2023
BUY
N/A
145 Added 0.75%
19,582 $0
Q3 2022

Nov 03, 2022
SELL
N/A
-10,845 Reduced 35.81%
19,437 $407,000
Q2 2022

Aug 15, 2022
BUY
N/A
11,552 Added 61.68%
30,282 $641,000
Q1 2022

May 16, 2022
BUY
N/A
8,398 Added 81.28%
18,730 $497,000
Q4 2021

Feb 11, 2022
BUY
N/A
10,332 New
10,332 $303,000
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email