Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WTFC
Wintrust Financial Corp

Financial Services
2.38K
+ 21.66%
$96.43 - $111.89 $229K - $266K
13.3K $1.45M
FCBC
First Community Bankshares Inc

Financial Services
8.5K
New
$35.82 - $45.71 $304K - $388K
8.5K $368K
WFG
West Fraser Timber Co., LTD

Basic Materials
2.9K
+ 69.77%
$74.68 - $97.37 $217K - $282K
7.06K $687K
VNET
Vnet Group, Inc.

Technology
64.9K
+ 124.09%
$1.73 - $4.08 $112K - $265K
117K $477K
KN
Knowles Corp

Technology
14K
+ 9.45%
$16.5 - $19.44 $232K - $273K
163K $2.93M
TDOC
Teladoc Health, Inc.

Healthcare
41.6K
+ 184.71%
$6.79 - $10.09 $282K - $420K
64.1K $588K
CUZ
Cousins Properties Inc

Real Estate
7.79K
+ 36.18%
$22.4 - $30.21 $174K - $235K
29.3K $864K
RDNT
Rad Net, Inc.

Healthcare
4.12K
+ 53.72%
$55.28 - $71.1 $228K - $293K
11.8K $817K
AEYE
Audioeye Inc

Technology
50
+ 0.07%
$18.34 - $27.15 $917 - $1.36K
69.7K $1.59M
RAMP
Live Ramp Holdings, Inc.

Technology
14.8K
New
$21.74 - $33.02 $321K - $487K
14.8K $365K
SXT
Sensient Technologies Corp

Basic Materials
3.08K
+ 15.87%
$70.26 - $81.68 $216K - $252K
22.5K $1.8M
AFG
American Financial Group Inc

Financial Services
329
+ 1.2%
$119.65 - $137.03 $39.4K - $45.1K
27.8K $3.74M
DY
Dycom Industries Inc

Industrials
1.06K
+ 19.16%
$165.44 - $197.22 $175K - $208K
6.56K $1.29M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
11K
New
$21.54 - $34.6 $237K - $381K
11K $361K
BMRC
Bank Of Marin Bancorp

Financial Services
18K
New
$16.0 - $22.35 $288K - $402K
18K $361K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
558
+ 3.0%
$41.77 - $67.84 $23.3K - $37.9K
19.1K $1.22M
RXO
Rxo, Inc.
12.9K
New
$25.55 - $31.9 $329K - $411K
12.9K $360K
CATH
Global X Fds Global X S&P 500

ETFs
3.78K
+ 15.75%
$62.26 - $69.39 $236K - $263K
27.8K $1.93M
CRDO
Credo Technology Group Holding LTD

Technology
11.7K
New
$24.26 - $36.45 $283K - $425K
11.7K $358K
BNS
Bank Of Nova Scotia

Financial Services
807
+ 2.26%
$44.71 - $54.78 $36.1K - $44.2K
36.6K $1.99M
IGM
Ishares Expanded Tech Sector E

ETFs
3.36K
+ 16.33%
$84.03 - $98.62 $283K - $332K
23.9K $2.3M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
9.1K
New
$35.73 - $39.48 $325K - $359K
9.1K $356K
TREE
Lending Tree, Inc.

Financial Services
6.14K
New
$39.74 - $60.42 $244K - $371K
6.14K $356K
DHIL
Diamond Hill Investment Group Inc

Financial Services
2.19K
New
$139.35 - $163.24 $305K - $358K
2.19K $354K
AGI
Alamos Gold Inc

Basic Materials
15.1K
+ 122.24%
$15.54 - $21.04 $235K - $318K
27.5K $547K
VTWO
Vanguard Russell 2000 ETF

ETFs
649
+ 1.62%
$81.17 - $90.77 $52.7K - $58.9K
40.6K $3.63M
HTHT
Huazhu Group LTD

Consumer Cyclical
8.11K
+ 62.57%
$27.56 - $37.69 $224K - $306K
21.1K $783K
SIGI
Selective Insurance Group Inc

Financial Services
3.94K
+ 12.13%
$82.08 - $101.2 $324K - $399K
36.5K $3.4M
PHO
Invesco Exchange Traded Fd Tr

ETFs
294
+ 0.5%
$63.82 - $70.54 $18.8K - $20.7K
58.7K $4.14M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.31K
+ 39.32%
$36.06 - $46.59 $191K - $247K
18.8K $852K
IDU
Ishares Tr U S Utils ETF

ETFs
3.42K
New
$87.2 - $102.21 $298K - $350K
3.42K $349K
ITRI
Itron, Inc.

Technology
2.28K
+ 17.05%
$94.52 - $108.09 $216K - $247K
15.7K $1.67M
CGDV
Capital Group Divid Value ETF

ETFs
7.62K
+ 36.89%
$32.96 - $36.48 $251K - $278K
28.3K $1.03M
PRTA
Prothena Corp Public LTD CO

Healthcare
20.9K
New
$16.73 - $24.79 $350K - $518K
20.9K $349K
TALO
Talos Energy Inc.

Energy
38.5K
+ 132.31%
$10.05 - $12.06 $387K - $464K
67.6K $699K
FWRD
Forward Air Corp

Industrials
1.13K
+ 6.02%
$18.65 - $37.23 $21.1K - $42K
19.9K $703K
OHI
Omega Healthcare Investors Inc

Real Estate
2.1K
+ 5.19%
$33.55 - $41.29 $70.6K - $86.9K
42.6K $1.73M
ACVA
Acv Auctions Inc.

Consumer Cyclical
15.8K
+ 129.41%
$14.83 - $20.92 $234K - $330K
27.9K $567K
NXST
Nexstar Media Group, Inc.

Communication Services
2.11K
+ 43.76%
$154.25 - $184.79 $325K - $390K
6.93K $1.14M
BCC
Boise Cascade CO

Basic Materials
1.3K
+ 17.85%
$114.59 - $144.69 $149K - $188K
8.6K $1.21M
ALGN
Align Technology Inc

Healthcare
817
+ 7.91%
$204.03 - $257.2 $167K - $210K
11.1K $2.84M
IAC
Iac/Inter Active Corp

Communication Services
5.15K
+ 55.71%
$45.12 - $54.7 $232K - $281K
14.4K $774K
ORAN
Orange

Communication Services
19.5K
+ 24.65%
$10.15 - $12.19 $198K - $238K
98.6K $1.13M
PDFS
Pdf Solutions Inc

Technology
10.8K
New
$28.05 - $39.55 $302K - $426K
10.8K $341K
VC
Visteon Corp

Consumer Cyclical
4.16K
+ 87.51%
$88.69 - $115.54 $369K - $481K
8.91K $848K
PARR
Par Pacific Holdings, Inc.

Energy
23.5K
+ 246.2%
$17.29 - $26.55 $406K - $623K
33K $581K
IHDG
Wisdomtree Tr

ETFs
5.12K
+ 0.53%
$42.42 - $46.78 $217K - $240K
979K $44.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.35K
+ 1.71%
$460.0 - $505.78 $621K - $683K
80.5K $37.4M
AVTR
Avantor, Inc.

Basic Materials
9.87K
+ 54.0%
$20.58 - $27.7 $203K - $273K
28.1K $727K
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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