Creative Planning Direxion Daily Energy Bull 2 X Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$51.3 - $77.14 $15,954 - $23,990	-311 Reduced 5.55%	5,288 $351,000
Q3 2022 Nov 03, 2022	SELL	$41.45 - $63.24 $3,398 - $5,185	-82 Reduced 1.44%	5,599 $259,000
Q2 2022 Aug 15, 2022	BUY	$45.77 - $78.61 $1,510 - $2,594	33 Added 0.58%	5,681 $267,000
Q1 2022 May 16, 2022	BUY	$31.46 - $58.91 $177,686 - $332,723	5,648 New	5,648 $313,000
Q2 2021 Aug 04, 2021	SELL	$21.68 - $30.54 $362,532 - $510,689	-16,722 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$14.4 - $27.95 $506,592 - $983,281	-35,180 Reduced 67.78%	16,722 $395,000
Q4 2020 Jan 29, 2021	SELL	$7.9 - $17.04 $506,777 - $1.09 Million	-64,149 Reduced 55.28%	51,902 $745,000
Q3 2020 Nov 05, 2020	SELL	$9.36 - $15.41 $559,587 - $921,286	-59,785 Reduced 34.0%	116,051 $1.09 Million
Q2 2020 Jul 23, 2020	SELL	$8.72 - $23.44 $535,617 - $1.44 Million	-61,424 Reduced 25.89%	175,836 $2.65 Million
Q1 2020 May 05, 2020	BUY	$6.0 - $181.8 $1.42 Million - $43.1 Million	237,260 New	237,260 $2.31 Million

Others Institutions Holding ERX

# of Institutions

54

Shares Held

336K

Call Options Held

290K

Put Options Held

159K

Ken Griffin Citadel Advisors LLC | Chicago, Il

84K
Shares

$5.59 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

39.9K
Shares

$2.65 Million
0.0% of portfolio
Traynor Capital Management, Inc.

36.1K
Shares

$2.4 Million
0.13% of portfolio
Gts Securities LLC New York, NY

19.7K
Shares

$1.31 Million
0.0% of portfolio
Doyle Wealth Management St. Petersburg, FL

17K
Shares

$1.13 Million
0.07% of portfolio

About DIREXION DAILY ENERGY BULL 2X

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