Creative Planning Closed Holding Positions

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Creative Planning
Q2 2021 Filed on Aug 04, 2021
32,389
N/A
HZONWS
Horizon Acquisition Corp Ii
Q2 2021 Filed on Aug 04, 2021
100,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
24,301
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
16,309
N/A
EPHYU
Epiphany Technology Acquisition Corp.

Financial Services
Q2 2021 Filed on Aug 04, 2021
10,320
$9.67 - $9.96 $99.8K - $103K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,220
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
30,418
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
28,881
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
35,809
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
25,462
N/A
HAAC
Health Assurance Acquisition Corp.

Financial Services
Q2 2021 Filed on Aug 04, 2021
14,850
$9.98 - $10.7 $148K - $159K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
10,100
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
14,601
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
14,000
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
18,331
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
25,836
N/A
NDACU
Night Dragon Acquisition Corp.

Financial Services
Q2 2021 Filed on Aug 04, 2021
11,100
$9.71 - $10.27 $108K - $114K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
16,050
N/A
CLNE
Clean Energy Fuels Corp.

Energy
Q2 2021 Filed on Aug 04, 2021
800
$7.63 - $14.52 $6.1K - $11.6K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
2,000
$63.06 - $97.54 $126K - $195K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
2,700
N/A
SPWR
Sunpower Corp

Technology
Q2 2021 Filed on Aug 04, 2021
300
$20.91 - $33.24 $6.27K - $9.97K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
4,500
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
2,600
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
100
N/A
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q2 2021 Filed on Aug 04, 2021
3,000
$22.06 - $25.62 $66.2K - $76.9K
XPO
Xpo Logistics, Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
300
$73.05 - $88.74 $21.9K - $26.6K
TECK
Teck Resources LTD

Basic Materials
Q2 2021 Filed on Aug 04, 2021
20,000
$19.46 - $26.25 $389K - $525K
BLNK
Blink Charging Co.

Industrials
Q2 2021 Filed on Aug 04, 2021
3,000
$26.22 - $45.9 $78.7K - $138K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
100
$39.67 - $46.99 $3.97K - $4.7K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
4,500
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
4,500
N/A
CLOV
Clover Health Investments, Corp.

Healthcare
Q2 2021 Filed on Aug 04, 2021
1,000
$6.82 - $22.15 $6.82K - $22.2K
REAL
The Real Real, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
1,800
$13.74 - $25.6 $24.7K - $46.1K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
1,000
$41.97 - $70.24 $42K - $70.2K
AG
First Majestic Silver Corp

Basic Materials
Q2 2021 Filed on Aug 04, 2021
21,500
$14.94 - $18.6 $321K - $400K
EBON
Ebang International Holdings Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
10,000
$2.41 - $7.03 $24.1K - $70.3K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
70,000
N/A
HEXO
Hexo Corp.

Healthcare
Q2 2021 Filed on Aug 04, 2021
1,100
$5.22 - $7.33 $5.74K - $8.06K
DM
Desktop Metal, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
2,500
$10.98 - $15.36 $27.5K - $38.4K
BTBT
Bit Digital, Inc

Financial Services
Q2 2021 Filed on Aug 04, 2021
10,000
$6.55 - $16.96 $65.5K - $170K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
600
$7.94 - $13.23 $4.76K - $7.94K
RDFN
Redfin Corp

Real Estate
Q2 2021 Filed on Aug 04, 2021
1,000
$48.68 - $71.85 $48.7K - $71.9K
ON
On Semiconductor Corp

Technology
Q2 2021 Filed on Aug 04, 2021
1,000
$35.67 - $44.03 $35.7K - $44K
CURI
Curiosity Stream Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
2,000
$8.39 - $15.46 $16.8K - $30.9K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
5,000
$174.22 - $244.64 $871K - $1.22M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
30,000
$23.75 - $29.6 $713K - $888K
UAVS
Ag Eagle Aerial Systems Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
600
$4.06 - $8.35 $2.44K - $5.01K
KOPN
Kopin Corp

Technology
Q2 2021 Filed on Aug 04, 2021
1,000
$6.14 - $11.26 $6.14K - $11.3K
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