Creative Planning VERALTO CORP Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
38,302
Previous 32,330 18.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
5,972 Added 18.47%
38,302 $0
Q1 2025

May 15, 2025
BUY
N/A
2,521 Added 8.46%
32,330 $0
Q4 2024

Feb 14, 2025
BUY
N/A
3,623 Added 13.84%
29,809 $0
Q3 2024

Oct 11, 2024
BUY
N/A
726 Added 2.85%
26,186 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-465 Reduced 1.79%
25,460 $0
Q1 2024

May 10, 2024
SELL
N/A
-438 Reduced 1.66%
25,925 $0
Q4 2023

Feb 14, 2024
BUY
N/A
26,363 New
26,363 $0
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