Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Arya Sciences Acquistion CO
Q4 2020 Filed on Jan 29, 2021
13,400
N/A
Fireeye Inc
Q4 2020 Filed on Jan 29, 2021
400
N/A
SNX
Td Synnex Corp

Technology
Q4 2020 Filed on Jan 29, 2021
300
$65.82 - $83.76 $19.7K - $25.1K
GIM
Templeton Global Income Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
15,632
$5.3 - $5.51 $82.8K - $86.1K
CTIC
Cti Biopharma Corp

Healthcare
Q3 2020 Filed on Nov 05, 2020
12,573
$1.02 - $2.15 $12.8K - $27K
Office Depot Inc
Q3 2020 Filed on Nov 05, 2020
26,400
N/A
Noble Corp PLC
Q3 2020 Filed on Nov 05, 2020
11,872
N/A
Denbury Res Inc
Q3 2020 Filed on Nov 05, 2020
12,232
N/A
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
14,000
$13.43 - $14.03 $188K - $196K
Polymet Mng Corp
Q3 2020 Filed on Nov 05, 2020
106,500
N/A
LYTS
Lsi Industries Inc

Technology
Q3 2020 Filed on Nov 05, 2020
10,000
$5.52 - $7.34 $55.2K - $73.4K
Royal Bk Scotland Group PLC
Q3 2020 Filed on Nov 05, 2020
30,137
N/A
Sunesis Pharmaceuticals Inc
Q3 2020 Filed on Nov 05, 2020
50,000
N/A
Gaslog LTD
Q3 2020 Filed on Nov 05, 2020
16,808
N/A
Hi Crush Partners LP
Q3 2020 Filed on Nov 05, 2020
12,500
N/A
Scynexis Inc
Q3 2020 Filed on Nov 05, 2020
207,000
N/A
Eldorado Resorts Inc
Q3 2020 Filed on Nov 05, 2020
9,654
N/A
NTIC
Northern Technologies International Corp

Basic Materials
Q3 2020 Filed on Nov 05, 2020
13,048
$7.22 - $9.29 $94.2K - $121K
Iac Interactivecorp
Q3 2020 Filed on Nov 05, 2020
1,736
N/A
Intrepid Potash Inc
Q3 2020 Filed on Nov 05, 2020
31,010
N/A
Whiting Pete Corp New
Q3 2020 Filed on Nov 05, 2020
25,509
N/A
Championx Corporation
Q3 2020 Filed on Nov 05, 2020
96,756
N/A
Northern Oil & Gas Inc Nev
Q3 2020 Filed on Nov 05, 2020
131,410
N/A
ECTM
Eca Marcellus Trust I

Energy
Q3 2020 Filed on Nov 05, 2020
26,997
$0.23 - $0.49 $6.21K - $13.2K
CVLY
Codorus Valley Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 05, 2020
49,497
$11.75 - $13.9 $582K - $688K
LFVN
Lifevantage Corp

Consumer Defensive
Q3 2020 Filed on Nov 05, 2020
10,325
$12.07 - $15.31 $125K - $158K
JRS
Nuveen Real Estate Income Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
14,270
$7.25 - $8.17 $103K - $117K
Precision Drilling Corp
Q3 2020 Filed on Nov 05, 2020
27,000
N/A
Match Group Inc
Q3 2020 Filed on Nov 05, 2020
4,733
N/A
Rubicon Proj Inc
Q3 2020 Filed on Nov 05, 2020
19,400
N/A
Callon Pete CO Del
Q3 2020 Filed on Nov 05, 2020
18,173
N/A
Biocept Inc
Q3 2020 Filed on Nov 05, 2020
103,714
N/A
NESR
National Energy Services Reunited Corp.

Energy
Q3 2020 Filed on Nov 05, 2020
18,132
$6.18 - $8.46 $112K - $153K
Intl Fcstone Inc
Q3 2020 Filed on Nov 05, 2020
7,013
N/A
Briggs & Stratton Corp
Q3 2020 Filed on Nov 05, 2020
69,843
N/A
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 05, 2020
15,440
$2.67 - $4.29 $41.2K - $66.2K
ICAD
Icad Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
17,671
$8.56 - $11.6 $151K - $205K
Polyone Corp
Q3 2020 Filed on Nov 05, 2020
15,673
N/A
Top Ships Inc
Q3 2020 Filed on Nov 05, 2020
103,014
N/A
Proshares Tr
Q3 2020 Filed on Nov 05, 2020
33,580
N/A
Meet Group Inc
Q3 2020 Filed on Nov 05, 2020
16,107
N/A
VEON
Veon Ltd.

Communication Services
Q3 2020 Filed on Nov 05, 2020
10,865
$1.23 - $1.85 $13.4K - $20.1K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
32,033
$16.44 - $17.92 $527K - $574K
APT
Alpha Pro Tech LTD

Industrials
Q3 2020 Filed on Nov 05, 2020
17,500
$12.66 - $24.86 $222K - $435K
RWM
Proshares Short Russell2000

ETFs
Q3 2020 Filed on Nov 05, 2020
13,108
$32.43 - $37.2 $425K - $488K
MNTX
Manitex International, Inc.

Industrials
Q3 2020 Filed on Nov 05, 2020
10,500
$4.12 - $4.84 $43.3K - $50.8K
USAS
Americas Gold & Silver Corp

Basic Materials
Q3 2020 Filed on Nov 05, 2020
32,600
$2.45 - $3.7 $79.9K - $121K
DGLY
Digital Ally Inc

Industrials
Q3 2020 Filed on Nov 05, 2020
21,078
$1.89 - $3.8 $39.8K - $80.1K
IMV
Imv Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
50,000
$2.87 - $5.95 $144K - $298K
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