Creative Planning Closed Holding Positions

Creative Planning

$101 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Dynex Cap Inc	Q2 2019 Filed on Jul 26, 2019	12,750	N/A
Navidea Biopharmaceuticals I	Q2 2019 Filed on Jul 26, 2019	116,100	N/A
Aethlon Med Inc	Q2 2019 Filed on Jul 26, 2019	48,580	N/A
Cimpress N V	Q2 2019 Filed on Jul 26, 2019	3,551	N/A
WTRE Watford Holdings Ltd. Financial Services	Q2 2019 Filed on Jul 26, 2019	6,568	$30.29 - $32.57 $199K - $214K
Kcap Finl Inc	Q2 2019 Filed on Jul 26, 2019	34,865	N/A
Tortoise Midstrm Energy Fd I	Q2 2019 Filed on Jul 26, 2019	17,444	N/A
Ellie Mae Inc	Q2 2019 Filed on Jul 26, 2019	2,586	N/A
Horizon Pharma PLC	Q2 2019 Filed on Jul 26, 2019	16,290	N/A
Royal Gold Inc	Q2 2019 Filed on Jul 26, 2019	40,000	N/A
Suncoke Energy Partners L P	Q2 2019 Filed on Jul 26, 2019	11,100	N/A
Ophthotech Corp	Q2 2019 Filed on Jul 26, 2019	54,921	N/A
Spirit Rlty Cap Inc New	Q2 2019 Filed on Jul 26, 2019	70,000	N/A
Portfolio Recovery Assocs In	Q2 2019 Filed on Jul 26, 2019	26,000	N/A
Fitbit Inc	Q2 2019 Filed on Jul 26, 2019	3,396	N/A
Dowdupont Inc	Q2 2019 Filed on Jul 26, 2019	306,333	N/A
Emerge Energy Svcs LP	Q2 2019 Filed on Jul 26, 2019	20,500	N/A
Horizon Global Corp	Q2 2019 Filed on Jul 26, 2019	16,000	N/A
Marathon Patent Group Inc	Q2 2019 Filed on Jul 26, 2019	15,965	N/A
U S G Corp	Q2 2019 Filed on Jul 26, 2019	4,782	N/A
Achaogen Inc	Q2 2019 Filed on Jul 26, 2019	10,660	N/A
Fiduciary Claymore Engry Inf	Q2 2019 Filed on Jul 26, 2019	10,250	N/A
Columbia Ppty Tr Inc	Q2 2019 Filed on Jul 26, 2019	9,141	N/A
Internap Corp	Q2 2019 Filed on Jul 26, 2019	23,441	N/A
Glowpoint Inc	Q2 2019 Filed on Jul 26, 2019	32,500	N/A
Roadrunner Transn Sys Inc	Q2 2019 Filed on Jul 26, 2019	20,000	N/A
Ultimate Software Group Inc	Q2 2019 Filed on Jul 26, 2019	1,080	N/A
JNCE Jounce Therapeutics, Inc. Healthcare	Q2 2019 Filed on Jul 26, 2019	59,789	$4.3 - $6.73 $257K - $402K
Dsw Inc	Q2 2019 Filed on Jul 26, 2019	14,665	N/A
Genocea Biosciences Inc	Q2 2019 Filed on Jul 26, 2019	25,100	N/A
BHLB Berkshire Hills Bancorp Inc Financial Services	Q2 2019 Filed on Jul 26, 2019	10,002	$27.77 - $31.39 $278K - $314K
APYX Apyx Medical Corp Healthcare	Q2 2019 Filed on Jul 26, 2019	19,698	$3.64 - $6.95 $71.7K - $137K
Arcturus Therapeutics LTD	Q2 2019 Filed on Jul 26, 2019	60,971	N/A
PSMC Invesco Act Mng ETF Tr Conserv ETFs	Q2 2019 Filed on Jul 26, 2019	45,159	$12.85 - $13.22 $580K - $597K
LOAN Manhattan Bridge Capital, Inc Real Estate	Q2 2019 Filed on Jul 26, 2019	48,645	$5.91 - $6.68 $287K - $325K
Melinta Therapeutics Inc	Q2 2019 Filed on Jul 26, 2019	11,200	N/A
Ohr Pharmaceutical Inc	Q2 2019 Filed on Jul 26, 2019	46,150	N/A
Sandridge Mississippian Tr I	Q2 2019 Filed on Jul 26, 2019	10,200	N/A
LGLV Spdr Ssga Us Large Cap Low Vol ETFs	Q2 2019 Filed on Jul 26, 2019	5,827	N/A
Stars Group Inc	Q2 2019 Filed on Jul 26, 2019	12,250	N/A
Weight Watchers Intl Inc New	Q2 2019 Filed on Jul 26, 2019	14,361	N/A
YELP Yelp Inc Communication Services	Q2 2019 Filed on Jul 26, 2019	100	$30.36 - $40.98 $3.04K - $4.1K
American Outdoor Brands Corp	Q2 2019 Filed on Jul 26, 2019	20,000	N/A
BYD Boyd Gaming Corp Consumer Cyclical	Q2 2019 Filed on Jul 26, 2019	1,000	$22.97 - $30.93 $23K - $30.9K
Eyepoint Pharmaceuticals Inc	Q2 2019 Filed on Jul 26, 2019	50,000	N/A
Fitbit Inc	Q2 2019 Filed on Jul 26, 2019	13,000	N/A
TTOO T2 Biosystems, Inc. Healthcare	Q2 2019 Filed on Jul 26, 2019	4,000	$1.47 - $3.16 $5.88K - $12.6K
BLUE Bluebird Bio, Inc. Healthcare	Q2 2019 Filed on Jul 26, 2019	1,000	$75.84 - $105.21 $75.8K - $105K
CARG Car Gurus, Inc. Communication Services	Q2 2019 Filed on Jul 26, 2019	10,000	$33.52 - $41.45 $335K - $415K
THC Tenet Healthcare Corp Healthcare	Q2 2019 Filed on Jul 26, 2019	100	$19.96 - $31.19 $2K - $3.12K

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.