A detailed history of Creative Planning transactions in Crexendo, Inc. stock. As of the latest transaction made, Creative Planning holds 530,597 shares of CXDO stock, worth $2.76 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
530,597
Previous 1,408,151 62.32%
Holding current value
$2.76 Million
Previous $4.44 Million 44.51%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$3.05 - $5.29 $2.68 Million - $4.64 Million
-877,554 Reduced 62.32%
530,597 $2.46 Million
Q2 2024

Aug 15, 2024

BUY
$2.93 - $5.29 $2.57 Million - $4.64 Million
877,554 Added 165.39%
1,408,151 $4.44 Million
Q1 2024

May 10, 2024

SELL
$4.24 - $7.4 $3,302 - $5,764
-779 Reduced 0.15%
530,597 $2.55 Million
Q4 2023

Feb 14, 2024

BUY
$1.54 - $4.85 $1,199 - $3,778
779 Added 0.15%
531,376 $2.58 Million
Q4 2022

Feb 10, 2023

SELL
$1.68 - $2.75 $28,415 - $46,513
-16,914 Reduced 3.09%
530,597 $1.01 Million
Q3 2022

Nov 03, 2022

SELL
$2.32 - $3.16 $41,760 - $56,880
-18,000 Reduced 3.18%
547,511 $1.31 Million
Q2 2022

Aug 15, 2022

BUY
$2.17 - $3.58 $1.23 Million - $2.02 Million
565,511 New
565,511 $1.75 Million

Others Institutions Holding CXDO

About Crexendo, Inc.


  • Ticker CXDO
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 22,574,200
  • Market Cap $118M
  • Description
  • Crexendo, Inc. provides cloud communication, unified communications as a service, call center, collaboration, and other cloud business services for businesses in the United States, Canada, and internationally. It operates through two segments, Cloud Telecommunications and Web Services. The Cloud Telecommunications segment provides telecommunicat...
More about CXDO
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.