Creative Planning Closed Holding Positions

Creative Planning

$103 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Celgene Corp	Q4 2019 Filed on Jan 30, 2020	86,317	N/A
Medicines CO	Q4 2019 Filed on Jan 30, 2020	66,742	N/A
Hcp Inc	Q4 2019 Filed on Jan 30, 2020	45,129	N/A
Progenics Pharmaceuticals In	Q4 2019 Filed on Jan 30, 2020	19,900	N/A
Central Fd Cda LTD	Q4 2019 Filed on Jan 30, 2020	41,245	N/A
Suntrust Bks Inc	Q4 2019 Filed on Jan 30, 2020	33,208	N/A
Buckeye Partners L P	Q4 2019 Filed on Jan 30, 2020	626,232	N/A
VGZ Vista Gold Corp Basic Materials	Q4 2019 Filed on Jan 30, 2020	12,000	$0.54 - $0.83 $6.48K - $9.96K
Dean Foods CO New	Q4 2019 Filed on Jan 30, 2020	369,609	N/A
Allianzgi Nfj Divid Int & Pr	Q4 2019 Filed on Jan 30, 2020	12,454	N/A
Viacom Inc New	Q4 2019 Filed on Jan 30, 2020	57,631	N/A
Carrizo Oil & Gas Inc	Q4 2019 Filed on Jan 30, 2020	19,518	N/A
Cbs Corp New	Q4 2019 Filed on Jan 30, 2020	27,678	N/A
EFT Eaton Vance Floating Rate Income Trust Financial Services	Q4 2019 Filed on Jan 30, 2020	12,885	$13.06 - $13.85 $168K - $178K
Ctrip Com Intl LTD	Q4 2019 Filed on Jan 30, 2020	14,046	N/A
Centerstate Bk Corp	Q4 2019 Filed on Jan 30, 2020	13,894	N/A
Applied Dna Sciences Inc	Q4 2019 Filed on Jan 30, 2020	166,475	N/A
Bowl Amer Inc	Q4 2019 Filed on Jan 30, 2020	27,000	N/A
Oha Invt Corp	Q4 2019 Filed on Jan 30, 2020	26,500	N/A
CORR Cor Energy Infrastructure Trust, Inc. Real Estate	Q4 2019 Filed on Jan 30, 2020	4,471	$43.0 - $49.57 $192K - $222K
CVI Cvr Energy Inc Energy	Q4 2019 Filed on Jan 30, 2020	10,736	$40.01 - $47.88 $430K - $514K
United Finl Bancorp Inc New	Q4 2019 Filed on Jan 30, 2020	18,067	N/A
Transenterix Inc	Q4 2019 Filed on Jan 30, 2020	42,952	N/A
Direxion Shs ETF Tr	Q4 2019 Filed on Jan 30, 2020	45,709	N/A
Therapeuticsmd Inc	Q4 2019 Filed on Jan 30, 2020	25,100	N/A
ICPT Intercept Pharmaceuticals, Inc. Healthcare	Q4 2019 Filed on Jan 30, 2020	10,905	$57.36 - $124.1 $626K - $1.35M
Just Energy Group Inc	Q4 2019 Filed on Jan 30, 2020	23,100	N/A
Western Asset Mtg Cap Corp	Q4 2019 Filed on Jan 30, 2020	80,458	N/A
Etfis Ser Tr I	Q4 2019 Filed on Jan 30, 2020	24,900	N/A
Applied Dna Sciences Inc	Q4 2019 Filed on Jan 30, 2020	133,740	N/A
Envestnet Inc	Q4 2019 Filed on Jan 30, 2020	20,000	N/A
Quicklogic Corp	Q4 2019 Filed on Jan 30, 2020	44,314	N/A
Legacy Tex Finl Group Inc	Q4 2019 Filed on Jan 30, 2020	8,969	N/A
Lightbridge Corp	Q4 2019 Filed on Jan 30, 2020	32,300	N/A
TBI True Blue, Inc. Industrials	Q4 2019 Filed on Jan 30, 2020	20,000	$20.07 - $24.06 $401K - $481K
Ani Pharmaceuticals Inc	Q4 2019 Filed on Jan 30, 2020	28,000	N/A
EXPR Express, Inc. Consumer Cyclical	Q4 2019 Filed on Jan 30, 2020	14,000	$2.81 - $6.15 $39.3K - $86.1K
BZUN Baozun Inc. Consumer Cyclical	Q4 2019 Filed on Jan 30, 2020	7,801	$32.62 - $45.5 $254K - $355K
My Size Inc	Q4 2019 Filed on Jan 30, 2020	10,000	N/A
Eyepoint Pharmaceuticals Inc	Q4 2019 Filed on Jan 30, 2020	26,000	N/A
Fibrocell Science Inc	Q4 2019 Filed on Jan 30, 2020	13,402	N/A
Credit Suisse Nassau Brh	Q4 2019 Filed on Jan 30, 2020	15,723	N/A
Oasis Midstream Partners LP	Q4 2019 Filed on Jan 30, 2020	12,820	N/A
YTRA Yatra Online, Inc. Consumer Cyclical	Q4 2019 Filed on Jan 30, 2020	60,000	$3.04 - $4.27 $182K - $256K
Sienna Biopharmaceuticals In	Q4 2019 Filed on Jan 30, 2020	17,762	N/A
Assertio Therapeutics Inc	Q4 2019 Filed on Jan 30, 2020	21,375	N/A
NDRA Endra Life Sciences Inc. Healthcare	Q4 2019 Filed on Jan 30, 2020	45,000	$0.65 - $1.68 $29.3K - $75.6K
New Age Beverages Corp	Q4 2019 Filed on Jan 30, 2020	20,733	N/A
CNTTQ Cann Trust Holdings Inc. Healthcare	Q4 2019 Filed on Jan 30, 2020	10,500	$0.77 - $1.38 $8.09K - $14.5K
Genesee & Wyo Inc	Q4 2019 Filed on Jan 30, 2020	6,687	N/A

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