Creative Planning FIDELIS INSURANCE HOLDINGS L Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
68,411
Previous 14,265 379.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
N/A
54,146 Added 379.57%
68,411 $0
Q1 2025

May 15, 2025
SELL
N/A
-6,930 Reduced 32.7%
14,265 $0
Q4 2024

Feb 14, 2025
BUY
N/A
21,195 New
21,195 $0
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