Creative Planning Alps ETF Tr Disruptive Technol Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Alps ETF Tr Disruptive Technol stock. As of the latest transaction made, Creative Planning holds 4,655 shares of DTEC stock, worth $211,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,655

Holding current value

$211,290

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$38.96 - $44.31 $181,358 - $206,263	4,655 New	4,655 $206,000
Q4 2023 Feb 14, 2024	BUY	$32.38 - $41.67 $187,156 - $240,852	5,780 New	5,780 $239,000
Q2 2022 Aug 15, 2022	SELL	$31.81 - $43.7 $179,949 - $247,210	-5,657 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$38.15 - $48.63 $46,352 - $59,085	1,215 Added 27.35%	5,657 $242,000
Q4 2021 Feb 11, 2022	BUY	$46.57 - $52.64 $206,863 - $233,826	4,442 New	4,442 $215,000

Others Institutions Holding DTEC

# of Institutions

Shares Held

827K

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

143K
Shares

$6.5 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

109K
Shares

$4.93 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

74.3K
Shares

$3.37 Million
0.0% of portfolio
Gts Securities LLC New York, NY

66.4K
Shares

$3.01 Million
0.01% of portfolio
Ubs Group Ag

59.3K
Shares

$2.69 Million
0.0% of portfolio

View Full List

About ALPS ETF TR DISRUPTIVE TECHNOL

Ticker DTEC
Sector ETFs
Industry ETFs

More about DTEC

Track This Portfolio

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.

Account