Creative Planning - STRATEGY SHS ownership

STRATEGY SHS's ticker is HNDL and the CUSIP is 86280R506. A total of 120 filers reported holding STRATEGY SHS in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of STRATEGY SHS
ValueSharesWeighting
Q2 2024$1,312,493
-5.1%
62,145
-4.7%
0.00%
-50.0%
Q1 2024$1,382,553
+38.5%
65,184
+35.0%
0.00%0.0%
Q4 2023$998,425
-15.9%
48,280
-22.3%
0.00%0.0%
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 Q1 2023
NameSharesValueWeighting ↓
Berger Financial Group, Inc 477,269$12,399,0001.64%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 191,244$4,969,0001.42%
BEAM WEALTH ADVISORS, INC. 41,526$1,079,0001.24%
All Season Financial Advisors, Inc. 67,018$1,741,0001.21%
Accel Wealth Management 88,625$2,302,0001.13%
Capital Advisory Group Advisory Services, LLC 89,123$2,315,0001.01%
Cadent Capital Advisors, LLC 62,289$1,618,0000.72%
Key Client Fiduciary Advisors, LLC 23,421$608,0000.50%
CALTON & ASSOCIATES, INC. 62,164$1,615,0000.43%
Retirement Solution LLC 25,389$660,0000.28%
View complete list of STRATEGY SHS shareholders