Creative Planning UBS AG LONDON BRANCH Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
N/A
-1,191 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
N/A
1,191 New
1,191 $232,000
Q1 2020

May 05, 2020
SELL
N/A
-1,444 Closed
0 $0
Q4 2019

Jan 30, 2020
SELL
N/A
-99 Reduced 6.42%
1,444 $266,000
Q3 2019

Nov 01, 2019
SELL
N/A
-189 Reduced 10.91%
1,543 $248,000
Q2 2019

Jul 26, 2019
BUY
N/A
334 Added 23.89%
1,732 $289,000
Q1 2019

Apr 24, 2019
BUY
N/A
1,398 New
1,398 $214,000
Q4 2018

Feb 01, 2019
SELL
N/A
-1,533 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
N/A
189 Added 14.06%
1,533 $245,000
Q1 2018

Apr 18, 2018
SELL
N/A
-135 Reduced 9.13%
1,344 $222,000
Q4 2017

Jan 17, 2018
BUY
N/A
118 Added 8.67%
1,479 $262,000
Q3 2017

Oct 17, 2017
BUY
N/A
1,361
1,361 $236,000
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