Creative Planning Closed Holding Positions

Creative Planning

$106 Billion
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Credit Suisse Ag Nassau Brh	Q4 2017 Filed on Jan 17, 2018	68,900	N/A
Wmih Corp	Q4 2017 Filed on Jan 17, 2018	11,591	N/A
Regulus Therapeutics Inc	Q4 2017 Filed on Jan 17, 2018	41,000	N/A
Alon Usa Partners LP	Q4 2017 Filed on Jan 17, 2018	11,579	N/A
Quintiles Ims Holdings Inc	Q4 2017 Filed on Jan 17, 2018	4,603	N/A
KMDA Kamada LTD Healthcare	Q4 2017 Filed on Jan 17, 2018	22,000	$4.35 - $5.15 $95.7K - $113K
Five Prime Therapeutics Inc	Q4 2017 Filed on Jan 17, 2018	6,514	N/A
Rsp Permian Inc	Q4 2017 Filed on Jan 17, 2018	25,077	N/A
Versartis Inc	Q4 2017 Filed on Jan 17, 2018	10,130	N/A
Washington Prime Group New	Q4 2017 Filed on Jan 17, 2018	12,593	N/A
Kite Pharma Inc	Q4 2017 Filed on Jan 17, 2018	1,978	N/A
OTIC Otonomy, Inc. Healthcare	Q4 2017 Filed on Jan 17, 2018	45,548	$2.8 - $5.55 $128K - $253K
Cone Midstream Partners LP	Q4 2017 Filed on Jan 17, 2018	40,095	N/A
Zayo Group Hldgs Inc	Q4 2017 Filed on Jan 17, 2018	8,801	N/A
Rice Midstream Partners LP	Q4 2017 Filed on Jan 17, 2018	25,233	N/A
DIAX Nuveen Dow 30sm Dynamic Overwrite Fund Financial Services	Q4 2017 Filed on Jan 17, 2018	13,148	$16.9 - $18.84 $222K - $248K
Tracon Pharmaceuticals Inc	Q4 2017 Filed on Jan 17, 2018	25,000	N/A
EUSC Wisdomtree Tr Europe Hedged Sm ETFs	Q4 2017 Filed on Jan 17, 2018	21,167	N/A
Arcadia Biosciences Inc	Q4 2017 Filed on Jan 17, 2018	45,000	N/A
Staffing 360 Solutions Inc	Q4 2017 Filed on Jan 17, 2018	10,200	N/A
Versum Matls Inc	Q4 2017 Filed on Jan 17, 2018	6,569	N/A
Reaves Util Income Fd	Q4 2017 Filed on Jan 17, 2018	13,584	N/A
SKX Skechers Usa Inc Consumer Cyclical	Q4 2017 Filed on Jan 17, 2018	10,000	$24.03 - $38.66 $240K - $387K

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