Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
FAS
Direxion Daily Financial Bull

ETFs
Q2 2021 Filed on Aug 04, 2021
600
$93.99 - $125.29 $56.4K - $75.2K
CAN
Canaan Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
500
$7.41 - $22.0 $3.71K - $11K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
Q2 2021 Filed on Aug 04, 2021
500
$69.55 - $110.94 $34.8K - $55.5K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
200
$223.87 - $314.73 $44.8K - $62.9K
NVGS
Navigator Holdings Ltd.

Energy
Q2 2021 Filed on Aug 04, 2021
100
$9.0 - $11.7 $900 - $1.17K
Voya Prime Rate Tr
Q1 2021 Filed on Apr 30, 2021
14,393
N/A
China Mobile Limited
Q1 2021 Filed on Apr 30, 2021
34,371
N/A
Apache Corp
Q1 2021 Filed on Apr 30, 2021
24,748
N/A
FSI
Flexible Solutions International Inc

Basic Materials
Q1 2021 Filed on Apr 30, 2021
40,000
$2.48 - $4.45 $99.2K - $178K
Anworth Mtg Asset Corp
Q1 2021 Filed on Apr 30, 2021
15,001
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 30, 2021
146,804
N/A
IIM
Invesco Value Municipal Income Trust

Financial Services
Q1 2021 Filed on Apr 30, 2021
11,786
$15.3 - $16.1 $180K - $190K
Tiffany & CO New
Q1 2021 Filed on Apr 30, 2021
2,463
N/A
Lee Enterprises Inc
Q1 2021 Filed on Apr 30, 2021
16,829
N/A
LPTH
Lightpath Technologies Inc

Technology
Q1 2021 Filed on Apr 30, 2021
15,000
$2.85 - $4.77 $42.8K - $71.6K
Eaton Vance Corp
Q1 2021 Filed on Apr 30, 2021
5,370
N/A
Tc Pipelines LP
Q1 2021 Filed on Apr 30, 2021
76,633
N/A
RAVE
Rave Restaurant Group, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
40,100
$0.88 - $1.85 $35.3K - $74.2K
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q1 2021 Filed on Apr 30, 2021
6,504
$28.79 - $38.5 $187K - $250K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on Apr 30, 2021
21,800
$14.97 - $15.94 $326K - $347K
TARO
Taro Pharmaceutical Industries LTD

Healthcare
Q1 2021 Filed on Apr 30, 2021
4,365
$70.48 - $79.95 $308K - $349K
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