Creative Planning Call Options Transactions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
33.3K
+ 133.2%
$237.95 - $421.61 $7.92M - $14M
58.3K $23.6M
META
Meta Platforms, Inc.

Communication Services
15K
New
$484.66 - $738.09 $7.27M - $11.1M
15K $11.1M
PLTR
Palantir Technologies Inc.

Technology
60K
+ 189.87%
$74.01 - $144.25 $4.44M - $8.66M
91.6K $12.5M
NVDA
Nvidia Corp

Technology
-92.4K
- 24.97%
$94.31 - $157.99 $8.71M - $14.6M
278K $43.9M
MSFT
Microsoft Corp

Technology
5K
New
$354.56 - $497.45 $1.77M - $2.49M
5K $2.49M
AMZN
Amazon Com Inc

Consumer Cyclical
10K
New
$167.32 - $223.3 $1.67M - $2.23M
10K $2.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
400
New
$496.48 - $617.85 $199K - $247K
400 $247K
IRM
Iron Mountain Inc

Real Estate
2K
New
$76.93 - $105.25 $154K - $211K
2K $205K
AVXL
Anavex Life Sciences Corp.

Healthcare
17.5K
New
$7.37 - $9.63 $129K - $169K
17.5K $161K
TSLA
Tesla, Inc.

Consumer Cyclical
400
New
$221.86 - $362.89 $88.7K - $145K
400 $127K
ACHR
Archer Aviation Inc.

Industrials
10K
New
$6.2 - $13.3 $62K - $133K
10K $108K
INTC
Intel Corp

Technology
5K
+ 25.0%
$18.13 - $22.69 $90.7K - $113K
25K $560K
COIN
Coinbase Global, Inc.

Technology
200
New
$151.47 - $375.07 $30.3K - $75K
200 $70K
MARA
Marathon Digital Holdings, Inc.

Financial Services
3K
New
N/A
3K $67K
ORCL
Oracle Corp

Technology
300
New
$122.82 - $218.63 $36.8K - $65.6K
300 $65K
BE
Bloom Energy Corp

Industrials
2K
New
$16.32 - $23.92 $32.6K - $47.8K
2K $47K
IWM
Ishares Russell 2000 ETF

ETFs
200
New
$174.82 - $215.79 $35K - $43.2K
200 $43K
UNH
Unitedhealth Group Inc

Healthcare
100
New
$274.35 - $599.47 $27.4K - $59.9K
100 $31K
AMD
Advanced Micro Devices Inc

Technology
200
New
$78.21 - $143.81 $15.6K - $28.8K
200 $28K
IONQ
Ion Q, Inc.

Technology
600
New
$20.68 - $48.04 $12.4K - $28.8K
600 $25K
GME
Game Stop Corp.

Consumer Cyclical
1K
New
$21.1 - $35.01 $21.1K - $35K
1K $24K
PANW
Palo Alto Networks Inc

Technology
100
New
$152.44 - $204.64 $15.2K - $20.5K
100 $20K
GOOGL
Alphabet Inc.

Communication Services
100
New
$144.7 - $178.6 $14.5K - $17.9K
100 $17K
GRAB
Grab Holdings LTD

Technology
3K
New
$3.48 - $5.25 $10.4K - $15.8K
3K $15K
QS
Quantum Scape Corp

Consumer Cyclical
2K
New
$3.47 - $7.65 $6.94K - $15.3K
2K $13K
OXY
Occidental Petroleum Corp

Energy
300
New
$36.11 - $49.33 $10.8K - $14.8K
300 $12K
SBUX
Starbucks Corp

Consumer Cyclical
100
New
$79.69 - $99.41 $7.97K - $9.94K
100 $9K
NVO
Novo Nordisk A S

Healthcare
100
New
$58.08 - $81.05 $5.81K - $8.11K
100 $6K
TOST
Toast, Inc.

Technology
100
New
$30.03 - $45.23 $3K - $4.52K
100 $4K
OPEN
Opendoor Technologies Inc.

Real Estate
200
New
$0.51 - $1.09 $102 - $218
200 $0
Core Scientific Inc New
200
New
N/A
200 $0
Ishares Bitcoin Trust ETF
1.1K
New
N/A
1.1K $0
STCE
Schwab Strategic Tr Crypto The
100
New
N/A
100 $0
Proshares Tr Ii
1K
New
N/A
1K $0
UBER
Uber Technologies, Inc

Technology
-3K
- 30.0%
$64.62 - $93.3 $194K - $280K
7K $653K
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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