Creative Planning Direxion Daily Financial Bull Transaction History

Creative Planning

$103 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$93.99 - $125.29 $416,093 - $554,658	-4,427 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$57.01 - $95.88 $8,893 - $14,957	156 Added 3.65%	4,427 $402,000
Q4 2020 Jan 29, 2021	SELL	$32.56 - $60.8 $247,521 - $462,201	-7,602 Reduced 64.03%	4,271 $260,000
Q3 2020 Nov 05, 2020	SELL	$30.18 - $41.85 $508,291 - $704,837	-16,842 Reduced 58.65%	11,873 $402,000
Q2 2020 Jul 23, 2020	BUY	$19.17 - $44.32 $550,466 - $1.27 Million	28,715 New	28,715 $898,000
Q2 2018 Jul 20, 2018	SELL	N/A	-3,801 Closed	0 $0
Q1 2018 Apr 18, 2018	BUY	N/A	3,801 New	3,801 $244,000
Q4 2017 Jan 17, 2018	SELL	N/A	-4,901 Closed	0 $0
Q3 2017 Oct 17, 2017	BUY	N/A	4,901	4,901 $274,000

Others Institutions Holding FAS

# of Institutions

99

Shares Held

926K

Call Options Held

2.58M

Put Options Held

921K

Quadrature Capital LTD London, X0

155K
Shares

$19.1 Million
0.47% of portfolio
Simplex Trading, LLC

134K
Shares

$16.4 Million
0.61% of portfolio
Wolverine Trading, LLC Chicago, IL

102K
Shares

$12.5 Million
0.01% of portfolio
Squarepoint Ops LLC New York, NY

67K
Shares

$8.24 Million
0.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

54.4K
Shares

$6.69 Million
0.01% of portfolio

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