Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 10, 2021
164,508
N/A
VYGGWS
Vy Global Growth Wt Exp 01/30/
Q3 2021 Filed on Nov 10, 2021
20,000
N/A
Qell Acquisition Corp
Q3 2021 Filed on Nov 10, 2021
20,000
N/A
OUST
Ouster, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
10,200
$7.29 - $12.49 $74.4K - $127K
Gores Holdings Vi Inc
Q3 2021 Filed on Nov 10, 2021
40,132
N/A
EIS
Ishares Inc Mcsi Israel ETF

ETFs
Q3 2021 Filed on Nov 10, 2021
5,074
$67.16 - $74.17 $341K - $376K
SNSR
Global X Fds Internet Of Thing

ETFs
Q3 2021 Filed on Nov 10, 2021
7,283
$34.75 - $38.65 $253K - $281K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
Q3 2021 Filed on Nov 10, 2021
3,720
$53.12 - $66.18 $198K - $246K
MDVL
Med Avail Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
10,547
$2.88 - $11.97 $30.4K - $126K
THTX
Theratechnologies Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
12,000
$3.28 - $4.07 $39.4K - $48.8K
EQDWS
Equity Distr Acquisition Corp
Q3 2021 Filed on Nov 10, 2021
12,000
N/A
UPH
Up Health, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
100
$3.16 - $6.8 $316 - $680
VINC
Vincerx Pharma, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
35,000
$0.0 - $0.0 $0 - $0
GENIWS
Genius Sports LTD Wt Exp
Q3 2021 Filed on Nov 10, 2021
15,000
N/A
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
10,000
$7.09 - $8.31 $70.9K - $83.1K
CHMG
Chemung Financial Corp

Financial Services
Q3 2021 Filed on Nov 10, 2021
5,814
$42.81 - $48.3 $249K - $281K
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q3 2021 Filed on Nov 10, 2021
5,000
$18.48 - $22.12 $92.4K - $111K
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Nov 10, 2021
100
$13.8 - $22.94 $1.38K - $2.29K
GFI
Gold Fields LTD

Basic Materials
Q3 2021 Filed on Nov 10, 2021
30,000
$7.75 - $10.04 $233K - $301K
UPH
Up Health, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
70,000
$3.16 - $6.8 $221K - $476K
SIFY
Sify Technologies LTD

Communication Services
Q2 2021 Filed on Aug 04, 2021
20,500
$2.78 - $3.82 $57K - $78.3K
ENG
Englobal Corp

Industrials
Q2 2021 Filed on Aug 04, 2021
195,841
$2.04 - $4.49 $400K - $879K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
30,660
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
4,554
N/A
HURC
Hurco Companies Inc

Industrials
Q2 2021 Filed on Aug 04, 2021
17,485
$33.75 - $37.72 $590K - $660K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
12,859
$13.28 - $13.7 $171K - $176K
GNW
Genworth Financial Inc

Financial Services
Q2 2021 Filed on Aug 04, 2021
27,501
$3.38 - $4.4 $93K - $121K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
49,645
N/A
CENT
Central Garden & Pet CO

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
16,362
$52.93 - $59.45 $866K - $973K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
18,389
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
32,146
N/A
VIVO
Meridian Bioscience Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
64,044
$18.01 - $28.32 $1.15M - $1.81M
Creative Planning
Q2 2021 Filed on Aug 04, 2021
911,669
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
14,330
N/A
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
10,593
$14.94 - $15.85 $158K - $168K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
13,500
N/A
AXU
Alexco Resource Corp

Basic Materials
Q2 2021 Filed on Aug 04, 2021
17,247
$2.45 - $3.24 $42.3K - $55.9K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q2 2021 Filed on Aug 04, 2021
2,026
$135.64 - $162.39 $275K - $329K
CENTA
Central Garden & Pet Company C

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
25,625
$48.3 - $54.54 $1.24M - $1.4M
GAIN
Gladstone Investment Corporation\De

Financial Services
Q2 2021 Filed on Aug 04, 2021
20,805
$12.52 - $14.78 $260K - $307K
HTH
Hilltop Holdings Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
25,566
$32.56 - $38.82 $832K - $992K
NVGS
Navigator Holdings Ltd.

Energy
Q2 2021 Filed on Aug 04, 2021
193,216
$9.0 - $11.7 $1.74M - $2.26M
MNDO
Mind Cti LTD

Technology
Q2 2021 Filed on Aug 04, 2021
12,500
$2.69 - $3.24 $33.6K - $40.5K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2021 Filed on Aug 04, 2021
4,427
$93.99 - $125.29 $416K - $555K
TNA
Direxion Daily Small Cap Bull

ETFs
Q2 2021 Filed on Aug 04, 2021
5,828
$77.87 - $102.51 $454K - $597K
Creative Planning
Q2 2021 Filed on Aug 04, 2021
46,081
N/A
Creative Planning
Q2 2021 Filed on Aug 04, 2021
24,785
N/A
HHC
Howard Hughes Corp

Real Estate
Q2 2021 Filed on Aug 04, 2021
5,531
$97.33 - $110.73 $538K - $612K
VOC
Voc Energy Trust

Energy
Q2 2021 Filed on Aug 04, 2021
162,969
$3.36 - $4.73 $548K - $771K
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