Creative Planning - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 126 filers reported holding STRATEGY SHS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$1,187,796
+21.6%
62,156
+29.4%
0.00%
+100.0%
Q2 2023$976,884
+0.5%
48,051
+0.0%
0.00%0.0%
Q1 2023$971,787
+3.3%
48,037
+0.0%
0.00%0.0%
Q4 2022$940,312
-4.2%
48,024
-6.1%
0.00%
-50.0%
Q3 2022$982,000
-0.7%
51,124
+6.4%
0.00%0.0%
Q2 2022$989,000
-13.6%
48,029
+1.1%
0.00%0.0%
Q1 2022$1,145,000
-9.1%
47,510
-2.0%
0.00%0.0%
Q4 2021$1,259,00048,4740.00%
Other shareholders
STRATEGY SHS shareholders Q3 2022
NameSharesValueWeighting ↓
Asset Allocation Strategies LLC 319,901$6,113,2822.82%
Kades & Cheifetz LLC 158,524$3,029,3932.40%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 401,689$7,676,2801.85%
Accel Wealth Management 77,942$1,489,4630.83%
Berger Financial Group, Inc 325,091$6,212,4910.71%
BEAM WEALTH ADVISORS, INC. 43,365$828,7050.59%
GeoWealth Management, LLC 196,156$3,7490.42%
Clearview Wealth Advisors LLC 15,636$298,7960.37%
Cadent Capital Advisors, LLC 41,999$802,6010.33%
Capital Advisory Group Advisory Services, LLC 23,798$454,7800.26%
View complete list of STRATEGY SHS shareholders