CREATIVE PLANNING – Transaction History
CREATIVE PLANNING portfolio value:
$61.99M
portfolio value
CREATIVE PLANNING quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.01% | 148 shares | -3.07M | $38.82 | 1.59M |
| Q2 2022 | share | Decrease | -0.14% | -2.24K shares | -13.31M | $40.75 | 1.59M |
| Q1 2022 | share | Increase | +1.85% | 29.08K shares | -2.78M | $49.02 | 1.59M |
| Q4 2021 | share | Decrease | -3.07% | -49.71K shares | 4.78M | $51.85 | 1.56M |
| Q3 2021 | share | Decrease | -0.23% | -3.69K shares | -117K | $47.16 | 1.61M |
| Q2 2021 | share | Increase | 0.00% | 1.62M shares | 76.50M | $46.99 | 1.62M |