Creekside Partners Purchases in Q3 2024

Creekside Partners

  • $193 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
682
+ 0.28%
$36.98 - $41.55 $25.2K - $28.3K
245K $10.1B
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
58.4K
+ 47.13%
$10.91 - $12.02 $637K - $702K
182K $2.12B
SCHA
Schwab Strategic Tr Us Small C

ETFs
16
+ 0.01%
$46.9 - $51.96 $750 - $831
148K $7.63B
VO
Vanguard Mid Cap ETF

ETFs
122
+ 0.47%
$237.84 - $263.83 $29K - $32.2K
26.3K $6.93B
VBR
Vanguard Small Cap Value ETF

ETFs
87
+ 0.31%
$179.99 - $201.6 $15.7K - $17.5K
28.5K $5.72B
VEA
Vanguard Ftse Developed Market

ETFs
2.93K
+ 2.69%
$47.6 - $53.31 $140K - $156K
112K $5.91B
SMOT
Vaneck ETF Tr Morningstar Smid
7.42K
+ 15.83%
N/A
54.3K $1.9B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
903
+ 3.4%
$85.84 - $85.84 $77.5K - $77.5K
27.5K $2.66B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
903
+ 1.09%
$59.93 - $66.52 $54.1K - $60.1K
83.5K $5.55B
MDT
Medtronic PLC

Healthcare
3.94K
New
$76.84 - $91.03 $303K - $359K
3.94K $355M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.06K
New
$125.95 - $142.04 $260K - $293K
2.06K $293M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
832
+ 1.39%
$41.9 - $48.26 $34.9K - $40.2K
60.8K $2.91B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
215
+ 0.51%
$60.13 - $68.17 $12.9K - $14.7K
42.3K $2.86B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
769
+ 0.65%
$22.11 - $24.64 $17K - $18.9K
119K $2.89B
JEF
Jefferies Financial Group Inc.

Financial Services
3.91K
New
$49.97 - $62.49 $195K - $244K
3.91K $241M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
794
+ 6.22%
$117.9 - $128.2 $93.6K - $102K
13.6K $1.74B
DJD
Invesco Exchange Traded Fd Tr

ETFs
4K
New
$47.17 - $52.59 $189K - $210K
4K $210M
PAVE
Global X Fds Us Infrastructure

ETFs
5.02K
New
$36.39 - $41.16 $182K - $206K
5.02K $206M
XOM
Exxon Mobil Corp

Energy
1.71K
New
$109.72 - $119.0 $188K - $204K
1.71K $201M
BCAL
Southern Calif Bancorp Com

Financial Services
12.8K
New
$13.27 - $15.79 $170K - $203K
12.8K $190M
IBM
International Business Machines Corp

Technology
6
+ 0.18%
$175.1 - $223.38 $1.05K - $1.34K
3.38K $748M
CAT
Caterpillar Inc

Industrials
4
+ 0.14%
$316.8 - $391.12 $1.27K - $1.56K
2.77K $1.08B
VEU
Vanguard Ftse All World Ex Us

ETFs
89
+ 0.26%
$56.47 - $63.69 $5.03K - $5.67K
34.8K $2.19B
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.11%
$255.18 - $283.2 $2.81K - $3.12K
9.75K $2.76B
DSI
Ishares Msci Kld 400 Social Et

ETFs
58
+ 0.22%
$97.81 - $108.79 $5.67K - $6.31K
26.9K $2.93B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28
+ 0.16%
$83.76 - $91.82 $2.35K - $2.57K
17.3K $1.58B
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
10.4K
+ 17.13%
$9.59 - $10.12 $99.6K - $105K
71K $714M
IYR
Ishares Tr

ETFs
21
+ 0.26%
$86.93 - $103.61 $1.83K - $2.18K
8.09K $824M
VT
Vanguard Total World Stk Index

ETFs
137
+ 0.98%
$107.72 - $119.96 $14.8K - $16.4K
14.2K $1.69B
SCHV
Schwab Strategic Tr Us Large C

ETFs
110
+ 0.68%
$73.43 - $80.37 $8.08K - $8.84K
16.4K $1.32B
DLY
Double Line Yield Opportunities Fund

N/A
623
+ 0.55%
$15.67 - $16.79 $9.76K - $10.5K
113K $1.88B
VOE
Vanguard Mid Cap Value Index F

ETFs
188
+ 4.71%
$149.02 - $167.67 $28K - $31.5K
4.18K $701M
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.05%
$146.64 - $174.54 $293 - $349
3.76K $655M
SBUX
Starbucks Corp

Consumer Cyclical
6
+ 0.13%
$72.51 - $98.6 $435 - $592
4.6K $448M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.02%
$58.03 - $65.37 $232 - $261
19.8K $1.28B
VOOV
Vanguard S&P 500 Value ETF

ETFs
163
+ 4.42%
$175.0 - $190.72 $28.5K - $31.1K
3.85K $735M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51
+ 0.25%
$57.32 - $62.65 $2.92K - $3.2K
20.7K $1.29B
VTV
Vanguard Value ETF

ETFs
11
+ 0.2%
$159.75 - $174.57 $1.76K - $1.92K
5.58K $975M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.74K
+ 7.53%
$28.11 - $29.42 $49K - $51.2K
24.9K $732M
EWC
Ishares Msci Canada ETF

ETFs
1.18K
+ 21.54%
$36.52 - $41.67 $43K - $49K
6.64K $276M
SCHC
Schwab Strategic Tr Intl Small

ETFs
57
+ 0.26%
$34.48 - $38.87 $1.97K - $2.22K
21.9K $845M
IDV
Ishares Tr

ETFs
88
+ 0.36%
$27.62 - $30.64 $2.43K - $2.7K
24.3K $735M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.15%
$105.53 - $118.34 $950 - $1.07K
6.08K $712M
FNDE
Schwab Fundamental Emerging Mk

ETFs
134
+ 0.65%
$28.02 - $32.68 $3.75K - $4.38K
20.8K $672M
BND
Vanguard Bd Index Fd Inc Total

ETFs
114
+ 0.75%
$71.45 - $75.64 $8.15K - $8.62K
15.2K $1.14B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
47
+ 0.82%
$102.5 - $112.27 $4.82K - $5.28K
5.75K $645M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
671
+ 11.31%
$34.35 - $39.16 $23K - $26.3K
6.6K $253M
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.33%
$163.98 - $182.92 $1.8K - $2.01K
3.35K $609M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
267
+ 2.49%
$76.94 - $79.54 $20.5K - $21.2K
11K $872M
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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