Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HNI
Hni Corp

Industrials
8.43K
New
$44.15 - $54.95 $372K - $463K
8.43K $454K
DOX
Amdocs LTD

Technology
4.1K
+ 37.29%
$78.13 - $87.85 $321K - $361K
15.1K $1.32M
VCR
Vanguard Consumer Discretionar

ETFs
526
+ 5.39%
$291.88 - $341.94 $154K - $180K
10.3K $3.5M
VDC
Vanguard Consumer Staples ETF

ETFs
966
+ 6.19%
$201.77 - $221.32 $195K - $214K
16.6K $3.62M
HOLX
Hologic Inc

Healthcare
3.62K
+ 16.58%
$73.48 - $83.64 $266K - $303K
25.4K $2.07M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.26K
+ 2.01%
$36.06 - $37.66 $154K - $161K
217K $8.15M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
8.59K
New
$40.81 - $55.0 $351K - $473K
8.59K $450K
SMTC
Semtech Corp

Technology
3.62K
+ 20.09%
$27.61 - $47.6 $99.9K - $172K
21.6K $987K
ADNT
Adient PLC

Consumer Cyclical
21.3K
+ 138.1%
$19.9 - $25.76 $424K - $548K
36.7K $828K
TECK
Teck Resources LTD

Basic Materials
5.4K
+ 14.29%
$43.48 - $53.4 $235K - $289K
43.2K $2.26M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
15.8K
+ 162.83%
$28.87 - $36.9 $457K - $585K
25.6K $798K
COOP
Mr. Cooper Group Inc.

Financial Services
2.57K
+ 13.46%
$78.57 - $94.99 $202K - $244K
21.7K $2M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
12.2K
+ 36.44%
$27.15 - $30.78 $332K - $376K
45.8K $1.39M
ALLE
Allegion PLC

Industrials
988
+ 9.08%
$114.67 - $145.7 $113K - $144K
11.9K $1.73M
WK
Workiva Inc

Technology
5.05K
+ 73.49%
$70.26 - $80.48 $355K - $407K
11.9K $942K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.16K
+ 0.69%
$46.5 - $49.42 $53.7K - $57.1K
169K $8.31M
TCBI
Texas Capital Bancshares Inc

Financial Services
6.16K
New
$57.92 - $73.9 $357K - $456K
6.16K $440K
NNN
National Retail Properties, Inc.

Real Estate
4.89K
+ 14.23%
$42.12 - $48.79 $206K - $238K
39.3K $1.9M
VOX
Vanguard Communication Service

ETFs
2.5K
+ 23.19%
$129.82 - $145.39 $324K - $363K
13.3K $1.93M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.52K
+ 6.05%
$25.21 - $28.46 $215K - $242K
149K $4.2M
BCO
Brinks CO

Industrials
2.35K
+ 18.64%
$93.97 - $115.64 $221K - $272K
15K $1.73M
CRSR
Corsair Gaming, Inc.

Technology
70.1K
+ 579.25%
$5.71 - $10.49 $400K - $735K
82.2K $571K
KMB
Kimberly Clark Corp

Consumer Defensive
943
+ 1.27%
$135.05 - $148.35 $127K - $140K
75.1K $10.7M
CNX
Cnx Resources Corp

Energy
5.47K
+ 17.5%
$24.01 - $32.57 $131K - $178K
36.7K $1.2M
IMO
Imperial Oil LTD

Energy
5.02K
+ 13.12%
$65.73 - $77.23 $330K - $388K
43.3K $3.05M
SATS
Echo Star Corp

Technology
10.5K
+ 42.13%
$15.5 - $28.04 $163K - $294K
35.4K $878K
BRO
Brown & Brown, Inc.

Financial Services
112
+ 0.38%
$89.11 - $105.82 $9.98K - $11.9K
29.9K $3.1M
LII
Lennox International Inc

Industrials
347
+ 10.84%
$523.72 - $620.83 $182K - $215K
3.55K $2.14M
VICI
Vici Properties Inc.

Real Estate
2.97K
+ 4.18%
$27.64 - $34.08 $82.1K - $101K
74.1K $2.47M
COUR
Coursera, Inc.

Consumer Defensive
51.6K
+ 174.63%
$7.01 - $10.72 $361K - $553K
81.1K $643K
RS
Reliance Steel & Aluminum CO

Basic Materials
661
+ 1.0%
$271.23 - $308.75 $179K - $204K
66.6K $19.3M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
6.81K
+ 52.4%
$43.83 - $54.98 $299K - $374K
19.8K $1.01M
REXR
Rexford Industrial Realty, Inc.

Real Estate
6.47K
+ 36.11%
$44.45 - $52.25 $288K - $338K
24.4K $1.23M
PPBI
Pacific Premier Bancorp Inc

Financial Services
17K
New
$21.86 - $28.26 $371K - $479K
17K $426K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.3K
+ 7.37%
$46.96 - $52.62 $202K - $226K
62.7K $3.27M
STEP
Step Stone Group Inc.

Financial Services
3.87K
+ 20.74%
$44.49 - $57.92 $172K - $224K
22.5K $1.28M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
490
+ 3.47%
$150.01 - $182.29 $73.5K - $89.3K
14.6K $2.66M
SSO
Proshares Ultra S&P 500

ETFs
2.08K
+ 6.66%
$73.92 - $90.17 $154K - $188K
33.3K $3M
PRIM
Primoris Services Corp

Industrials
7.3K
New
$47.41 - $59.36 $346K - $433K
7.3K $424K
HRL
Hormel Foods Corp

Consumer Defensive
9.13K
+ 8.18%
$30.04 - $33.14 $274K - $302K
121K $3.82M
SEB
Seaboard Corp

Industrials
136
+ 92.52%
$3019.91 - $3300.0 $411K - $449K
283 $887K
AES
Aes Corp

Utilities
7.78K
+ 7.38%
$16.18 - $20.07 $126K - $156K
113K $2.27M
DOCS
Doximity, Inc.

Healthcare
2.67K
+ 13.74%
$25.5 - $43.57 $68.1K - $116K
22.1K $963K
EPR
Epr Properties

Real Estate
6.2K
+ 37.91%
$41.26 - $49.58 $256K - $307K
22.6K $1.11M
KEY
Keycorp

Financial Services
3.96K
+ 2.87%
$13.95 - $17.34 $55.3K - $68.7K
142K $2.38M
COHU
Cohu Inc

Technology
18.7K
+ 219.38%
$23.19 - $35.53 $434K - $665K
27.2K $699K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
872
+ 1.29%
$116.79 - $133.54 $102K - $116K
68.3K $9.01M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
931
+ 1.81%
$101.72 - $112.94 $94.7K - $105K
52.5K $5.92M
EWA
Ishares Msci Australia ETF

ETFs
11K
+ 25.67%
$23.21 - $27.11 $255K - $298K
53.9K $1.46M
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
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