Creative Planning Strategy Shs Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Strategy Shs stock. As of the latest transaction made, Creative Planning holds 65,184 shares of HNDL stock, worth $1.38 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

65,184

Previous 48,280 35.01%

Holding current value

$1.38 Million

Previous $998,000 38.48%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$20.3 - $21.22 $343,151 - $358,702	16,904 Added 35.01%	65,184 $1.38 Million
Q4 2023 Feb 14, 2024	SELL	$18.32 - $20.79 $254,208 - $288,482	-13,876 Reduced 22.32%	48,280 $998,000
Q3 2023 Nov 16, 2023	BUY	$19.09 - $20.66 $269,264 - $291,409	14,105 Added 29.35%	62,156 $1.19 Million
Q2 2023 Jul 21, 2023	BUY	$19.67 - $20.41 $275 - $285	14 Added 0.03%	48,051 $976,000
Q1 2023 May 15, 2023	BUY	$19.55 - $21.07 $254 - $273	13 Added 0.03%	48,037 $971,000

Q4 2022 Feb 10, 2023	SELL	$19.18 - $20.71 $59,458 - $64,201	-3,100 Reduced 6.06%	48,024 $940,000
Q3 2022 Nov 03, 2022	BUY	N/A	3,095 Added 6.44%	51,124 $982,000
Q2 2022 Aug 15, 2022	BUY	N/A	519 Added 1.09%	48,029 $989,000
Q1 2022 May 16, 2022	SELL	N/A	-964 Reduced 1.99%	47,510 $1.15 Million
Q4 2021 Feb 11, 2022	BUY	N/A	48,474 New	48,474 $1.26 Million

Others Institutions Holding HNDL

# of Institutions

126

Shares Held

4.32M

Call Options Held

12.2K

Put Options Held

100

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About STRATEGY SHS

Ticker HNDL
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Creative Planning Strategy Shs Transaction History