Creative Planning SCHWAB CHARLES FAMILY FD Transaction History

Creative Planning

4,352,594

Previous 363,994 1095.79%

Previous $0 NaN%

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	N/A	3,988,600 Added 1095.79%	4,352,594 $0
Q2 2024 Aug 15, 2024	SELL	N/A	-471,941 Reduced 56.46%	363,994 $0
Q1 2024 May 10, 2024	SELL	N/A	-7,293,396 Reduced 89.72%	835,935 $0
Q4 2023 Feb 14, 2024	BUY	N/A	5,680,107 Added 231.91%	8,129,331 $0
Q3 2023 Nov 16, 2023	BUY	N/A	1,448,956 Added 144.86%	2,449,224 $0
Q2 2023 Jul 21, 2023	SELL	N/A	-640,458 Reduced 39.04%	1,000,268 $0
Q1 2023 May 15, 2023	BUY	N/A	1,640,726 New	1,640,726 $0
Q3 2022 Nov 03, 2022	BUY	N/A	10,841 Added 0.27%	4,015,074 $4.02 Million
Q2 2022 Aug 15, 2022	BUY	N/A	4,004,233 New	4,004,233 $4 Million

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