Creative Planning Closed Holding Positions

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Aveo Pharmaceuticals Inc
Q3 2019 Filed on Nov 01, 2019
10,500
N/A
American Midstream Partners
Q3 2019 Filed on Nov 01, 2019
134,523
N/A
Colony Cr Real Estate Inc
Q3 2019 Filed on Nov 01, 2019
19,124
N/A
Tableau Software Inc
Q3 2019 Filed on Nov 01, 2019
30,312
N/A
Pra Health Sciences Inc
Q3 2019 Filed on Nov 01, 2019
6,104
N/A
Anaptysbio Inc
Q3 2019 Filed on Nov 01, 2019
3,622
N/A
Covia Hldgs Corp
Q3 2019 Filed on Nov 01, 2019
30,602
N/A
Command Center Inc
Q3 2019 Filed on Nov 01, 2019
516,097
N/A
Biotime Inc
Q3 2019 Filed on Nov 01, 2019
227,392
N/A
MGNX
Macrogenics Inc

Healthcare
Q3 2019 Filed on Nov 01, 2019
37,300
$12.44 - $17.48 $464K - $652K
QD
Qudian Inc.

Financial Services
Q3 2019 Filed on Nov 01, 2019
14,519
$6.8 - $9.14 $98.7K - $133K
Ritter Pharmaceuticals Inc
Q3 2019 Filed on Nov 01, 2019
13,260
N/A
Second Sight Med Prods Inc
Q3 2019 Filed on Nov 01, 2019
15,954
N/A
Tocagen Inc
Q3 2019 Filed on Nov 01, 2019
10,734
N/A
Top Ships Inc
Q3 2019 Filed on Nov 01, 2019
14,150
N/A
CONN
Conns Inc

Consumer Cyclical
Q3 2019 Filed on Nov 01, 2019
10,000
$17.45 - $26.71 $175K - $267K
AEZS
Aeterna Zentaris Inc.

Healthcare
Q3 2019 Filed on Nov 01, 2019
10,000
$1.0 - $2.97 $10K - $29.7K
Alio Gold Inc
Q3 2019 Filed on Nov 01, 2019
10,240
N/A
Biotelemetry Inc
Q3 2019 Filed on Nov 01, 2019
5,316
N/A
Pimco Income Opportunity Fd
Q3 2019 Filed on Nov 01, 2019
7,491
N/A
Flex Pharma Inc
Q3 2019 Filed on Nov 01, 2019
20,000
N/A
RNGR
Ranger Energy Services, Inc.

Energy
Q3 2019 Filed on Nov 01, 2019
16,395
$5.76 - $7.99 $94.4K - $131K
Chaparral Energy Inc
Q3 2019 Filed on Nov 01, 2019
19,918
N/A
CEPU
Central Puerto S.A.

Utilities
Q3 2019 Filed on Nov 01, 2019
14,114
$2.62 - $9.89 $37K - $140K
Jp Morgan Exchange Traded Fd
Q3 2019 Filed on Nov 01, 2019
10,554
N/A
Hertz Global Hldgs Inc
Q3 2019 Filed on Nov 01, 2019
87,062
N/A
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q3 2019 Filed on Nov 01, 2019
1,000
$44.59 - $54.89 $44.6K - $54.9K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q3 2019 Filed on Nov 01, 2019
300
$12.75 - $15.2 $3.83K - $4.56K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q3 2019 Filed on Nov 01, 2019
200
$97.41 - $126.79 $19.5K - $25.4K
EWA
Ishares Msci Australia ETF

ETFs
Q3 2019 Filed on Nov 01, 2019
400
$21.01 - $22.81 $8.4K - $9.12K
Barclays Bk PLC
Q3 2019 Filed on Nov 01, 2019
900
N/A
Bemis CO Inc
Q2 2019 Filed on Jul 26, 2019
22,238
N/A
Fuelcell Energy Inc
Q2 2019 Filed on Jul 26, 2019
12,159
N/A
Rite Aid Corp
Q2 2019 Filed on Jul 26, 2019
623,939
N/A
Weatherford Intl PLC
Q2 2019 Filed on Jul 26, 2019
81,498
N/A
National Oilwell Varco Inc
Q2 2019 Filed on Jul 26, 2019
9,201
N/A
Ensco PLC
Q2 2019 Filed on Jul 26, 2019
14,771
N/A
Goldcorp Inc New
Q2 2019 Filed on Jul 26, 2019
29,551
N/A
Frontier Communications Corp
Q2 2019 Filed on Jul 26, 2019
14,603
N/A
Cimarex Energy CO
Q2 2019 Filed on Jul 26, 2019
3,020
N/A
Carbo Ceramics Inc
Q2 2019 Filed on Jul 26, 2019
15,577
N/A
Transcanada Corp
Q2 2019 Filed on Jul 26, 2019
10,418
N/A
Ship Finance International L
Q2 2019 Filed on Jul 26, 2019
10,472
N/A
Dreyfus Strategic Muns Inc
Q2 2019 Filed on Jul 26, 2019
12,413
N/A
American Outdoor Brands Corp
Q2 2019 Filed on Jul 26, 2019
3,650
N/A
Dreyfus Strategic Mun Bd Fd
Q2 2019 Filed on Jul 26, 2019
13,574
N/A
Westwater Res Inc
Q2 2019 Filed on Jul 26, 2019
11,958
N/A
Novavax Inc
Q2 2019 Filed on Jul 26, 2019
513,324
N/A
Obsidian Energy LTD
Q2 2019 Filed on Jul 26, 2019
331,984
N/A
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