Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OEG
Orbital Energy Group, Inc.

Industrials
Q3 2020 Filed on Nov 05, 2020
11,000
$0.49 - $0.74 $5.39K - $8.14K
Pfenex Inc
Q3 2020 Filed on Nov 05, 2020
14,265
N/A
Vivint Solar Inc
Q3 2020 Filed on Nov 05, 2020
25,185
N/A
Kitov Pharma LTD
Q3 2020 Filed on Nov 05, 2020
13,000
N/A
Bluegreen Vacations Corp
Q3 2020 Filed on Nov 05, 2020
11,500
N/A
Arya Sciences Acquisition CO
Q3 2020 Filed on Nov 05, 2020
10,000
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 05, 2020
11,423
N/A
Briggs & Stratton Corp
Q3 2020 Filed on Nov 05, 2020
1,000
N/A
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
1,000
$9.69 - $16.9 $9.69K - $16.9K
Proshares Tr
Q3 2020 Filed on Nov 05, 2020
5,000
N/A
RPAY
Repay Holdings Corp

Technology
Q3 2020 Filed on Nov 05, 2020
10,000
$21.97 - $26.99 $220K - $270K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q3 2020 Filed on Nov 05, 2020
9,000
$27.17 - $33.5 $245K - $302K
W
Wayfair Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
200
$210.8 - $342.4 $42.2K - $68.5K
Tailored Brands Inc
Q2 2020 Filed on Jul 23, 2020
122,021
N/A
Arconic Inc
Q2 2020 Filed on Jul 23, 2020
12,320
N/A
Raytheon CO
Q2 2020 Filed on Jul 23, 2020
30,406
N/A
Aon PLC
Q2 2020 Filed on Jul 23, 2020
4,099
N/A
PBI
Pitney Bowes Inc

Industrials
Q2 2020 Filed on Jul 23, 2020
13,429
$1.84 - $3.53 $24.7K - $47.4K
Cypress Semiconductor Corp
Q2 2020 Filed on Jul 23, 2020
11,477
N/A
Allergan PLC
Q2 2020 Filed on Jul 23, 2020
6,784
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Jul 23, 2020
973,056
N/A
Valhi Inc New
Q2 2020 Filed on Jul 23, 2020
28,851
N/A
PTN
Palatin Technologies Inc

Healthcare
Q2 2020 Filed on Jul 23, 2020
15,235
$0.41 - $0.73 $6.25K - $11.1K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q2 2020 Filed on Jul 23, 2020
24,967
$6.56 - $7.51 $164K - $188K
United States Oil Fund LP
Q2 2020 Filed on Jul 23, 2020
100,450
N/A
VG
Vonage Holdings Corp

Communication Services
Q2 2020 Filed on Jul 23, 2020
10,300
$6.74 - $10.76 $69.4K - $111K
Tortoise Energy Infra Corp
Q2 2020 Filed on Jul 23, 2020
11,052
N/A
Wabco Hldgs Inc
Q2 2020 Filed on Jul 23, 2020
5,289
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 23, 2020
11,636
$15.59 - $25.49 $181K - $297K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 23, 2020
71,200
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 23, 2020
58,619,022
N/A
Direxion Shs ETF Tr
Q2 2020 Filed on Jul 23, 2020
80,086
N/A
Groupon Inc
Q2 2020 Filed on Jul 23, 2020
53,999
N/A
Portola Pharmaceuticals Inc
Q2 2020 Filed on Jul 23, 2020
187,029
N/A
Sprint Corporation
Q2 2020 Filed on Jul 23, 2020
35,590
N/A
BANX
Arrow Mark Financial Corp.

Financial Services
Q2 2020 Filed on Jul 23, 2020
12,656
$13.85 - $18.1 $175K - $229K
California Res Corp
Q2 2020 Filed on Jul 23, 2020
10,793
N/A
Prospect Capital Corporation
Q2 2020 Filed on Jul 23, 2020
22,000
N/A
Tallgrass Energy LP
Q2 2020 Filed on Jul 23, 2020
205,386
N/A
Kempharm Inc
Q2 2020 Filed on Jul 23, 2020
450,105
N/A
Pb Bancorp Inc
Q2 2020 Filed on Jul 23, 2020
50,600
N/A
ATNX
Athenex, Inc.

Healthcare
Q2 2020 Filed on Jul 23, 2020
130,014
$7.11 - $13.76 $924K - $1.79M
Wells Fargo & CO
Q2 2020 Filed on Jul 23, 2020
30,000
N/A
Inovalon Hldgs Inc
Q2 2020 Filed on Jul 23, 2020
32,596
N/A
Pennymac Corp
Q2 2020 Filed on Jul 23, 2020
20,000
N/A
Echo Global Logistics Inc
Q2 2020 Filed on Jul 23, 2020
18,000
N/A
VBLT
Vascular Biogenics Ltd.

Healthcare
Q2 2020 Filed on Jul 23, 2020
21,000
$1.12 - $1.63 $23.5K - $34.2K
KFS
Kingsway Financial Services Inc

Consumer Cyclical
Q2 2020 Filed on Jul 23, 2020
23,324
$1.45 - $2.33 $33.8K - $54.3K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Jul 23, 2020
2,000
$48.73 - $81.82 $97.5K - $164K
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