Creative Planning First Tr Multi Cap Growth Alph Call Options Transaction History

Creative Planning

$103 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FAD

# of Institutions

77

Shares Held

1.03M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.5K
Shares

$13.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

89K
Shares

$12.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$11.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.8K
Shares

$11.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

63K
Shares

$8.83 Million
0.01% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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