Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Tortoise Capital Series Trus
87
+ 0.58%
N/A
15.2K $0
Aebi Schmidt Hldg Ag
13.6K
New
N/A
13.6K $0
Ge Vernova Inc
7.94K
+ 11.31%
N/A
78.2K $0
Mercurity Fintech Holding In
33.3K
New
N/A
33.3K $0
Asp Isotopes Inc
144K
+ 83.34%
N/A
317K $0
Tempus Ai Inc
851
+ 10.24%
N/A
9.16K $0
Ishares Tr
1.42K
+ 9.06%
N/A
17.1K $0
Ishares Tr
1.28K
+ 9.03%
N/A
15.5K $0
Atlas Energy Solutions Inc
1.89K
+ 15.77%
N/A
13.9K $0
Tidal Trust I
32K
New
N/A
32K $0
Praxis Precision Medicines I
165
+ 2.54%
N/A
6.66K $0
Solid Biosciences Inc
4.51K
+ 38.25%
N/A
16.3K $0
Ea Series Trust
67
+ 0.75%
N/A
8.95K $0
Ponce Financial Group Inc
402
+ 2.99%
N/A
13.8K $0
Easterly Govt Pptys Inc
23.2K
New
N/A
23.2K $0
Liberty Global LTD
45.9K
New
N/A
45.9K $0
Tko Group Holdings Inc
1.71K
+ 13.92%
N/A
14K $0
Core Natural Resources Inc
11.4K
+ 82.58%
N/A
25.3K $0
Podcastone Inc
6.56K
+ 32.59%
N/A
26.7K $0
Grayscale Bitcoin Mini Tr Et
3.42K
+ 9.42%
N/A
39.8K $0
Dimensional ETF Trust
8.92K
+ 16.75%
N/A
62.2K $0
Neos ETF Trust
3.73K
New
N/A
3.73K $0
Brookfield Corp
36.5K
+ 7.49%
N/A
524K $0
Liberty Media Corp Del
41
+ 0.61%
N/A
6.77K $0
Ishares Tr
7.16K
+ 40.07%
N/A
25K $0
Vanguard Instl Index Fd
7.77K
+ 58.65%
N/A
21K $0
Liberty Media Corp Del
26
+ 0.31%
N/A
8.33K $0
OVL
Listed Fds Tr Overlay Shs Larg
4.31K
New
N/A
4.31K $0
Usa Rare Earth Inc
11.7K
New
N/A
11.7K $0
Fidelity Covington Trust
5.21K
New
N/A
5.21K $0
Ishares Tr
19.7K
New
N/A
19.7K $0
Encore Energy Corp
10.3K
+ 42.58%
N/A
34.5K $0
Trust For Professional Manag
6.36K
+ 5.25%
N/A
128K $0
Concentra Group Holdings Par
19.3K
+ 91.35%
N/A
40.5K $0
Lenz Therapeutics Inc
3.07K
+ 21.84%
N/A
17.1K $0
Zenas Biopharma Inc
11.9K
New
N/A
11.9K $0
Ouster Inc
677
+ 1.57%
N/A
43.7K $0
Ishares Tr
7.08K
+ 27.89%
N/A
32.4K $0
Capital Group Dividend Growe
7.84K
New
N/A
7.84K $0
BBAIWS
Bigbear Ai Hldgs Inc Wt Exp
4K
+ 1.33%
N/A
306K $0
Msc Income Fund Inc
15.2K
New
N/A
15.2K $0
Bitwise Bitcoin ETF Tr
1.41K
+ 2.2%
N/A
65.4K $0
Elevation Series Trust
11.9K
New
N/A
11.9K $0
Ishares Tr
1.27K
+ 12.03%
N/A
11.8K $0
Surf Air Mobility Inc
17.4K
New
N/A
17.4K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
27.8K
+ 80.1%
N/A
62.4K $0
Bit Origin LTD
104K
New
N/A
104K $0
NVBW
Aim ETF Prods Tr Allianzim U S
6.19K
New
N/A
6.19K $0
Exchange Traded Concepts Tru
4.96K
New
N/A
4.96K $0
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
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