Creative Planning

Creative Planning’s Vivani Medical VANI Stock Holding History

Creative Planning’s Portfolio VANI Stock Details VANI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,429	Closed	-$25K	–	2729
2020 Q4	$25K	Buy	4,429 +409	+10%	+$1.45K	﹤0.01%	2169
2020 Q3	$10K	Buy	+4,020	New	+$10.5K	﹤0.01%	2016
2019 Q3	–	Sell	-665	Closed	-$13K	–	2114
2019 Q2	$13K	Buy	665 +98	+17%	+$2.01K	﹤0.01%	1920
2019 Q1	$11K	Buy	+567	New	+$11K	﹤0.01%	1873
2017 Q3	–	Sell	-101	Closed	-$3K	–	3643
2017 Q2	$3K	Sell	101 -83	-45%	-$2.35K	﹤0.01%	4213
2017 Q1	$5K	Sell	184 -29	-14%	-$1.11K	﹤0.01%	3978
2016 Q4	$10K	Buy	213 +125	+142%	+$7.14K	﹤0.01%	3566
2016 Q3	$7K	Sell	88 -26	-23%	-$2.3K	﹤0.01%	3745
2016 Q2	$10K	Buy	114 +110	+2,750%	+$11.4K	﹤0.01%	3256
2016 Q1	$0	Hold	4	–	–	﹤0.01%	4548
2015 Q4	$1K	Hold	4	–	–	﹤0.01%	4259
2015 Q3	$1K	Buy	+4	New	+$1.11K	﹤0.01%	4157
2015 Q2	–	Sell	-4	Closed	-$1K	–	2951
2015 Q1	$1K	Sell	4 -42	-91%	-$11.7K	﹤0.01%	4080
2014 Q4	$11K	Buy	+46	New	+$16K	﹤0.01%	3073

Other funds holding VANI

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return