Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XP
Xp Inc.

Financial Services
16.9K
+ 67.35%
$15.95 - $20.0 $270K - $339K
42.1K $755K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
7.21K
+ 63.76%
$33.88 - $42.82 $244K - $309K
18.5K $772K
AMWD
American Woodmark Corp

Consumer Cyclical
3.34K
New
$77.25 - $102.5 $258K - $342K
3.34K $311K
ECVT
Ecovyst Inc.

Basic Materials
45.3K
New
$6.22 - $9.76 $282K - $442K
45.3K $310K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.88K
New
$42.66 - $45.18 $294K - $311K
6.88K $310K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
17.6K
+ 73.17%
$11.57 - $14.32 $203K - $252K
41.6K $589K
GSBC
Great Southern Bancorp, Inc.

Financial Services
5.08K
+ 33.39%
$52.92 - $64.91 $269K - $330K
20.3K $1.15M
CRUS
Cirrus Logic, Inc.

Technology
2.68K
+ 35.67%
$112.86 - $145.69 $303K - $391K
10.2K $1.27M
IDA
Idacorp Inc

Utilities
1.45K
+ 9.26%
$92.02 - $104.62 $133K - $152K
17.1K $1.76M
MGPI
Mgp Ingredients Inc

Consumer Defensive
2.54K
+ 23.96%
$69.79 - $91.87 $177K - $233K
13.1K $1.09M
BAP
Credicorp LTD

Financial Services
1.39K
+ 52.57%
$158.09 - $185.0 $220K - $257K
4.04K $730K
BURL
Burlington Stores, Inc.

Consumer Cyclical
781
+ 18.63%
$233.02 - $278.99 $182K - $218K
4.97K $1.31M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.08K
+ 1.84%
$46.29 - $48.52 $96.2K - $101K
115K $5.56M
BRY
Berry Corp (Bry)

Energy
69.4K
+ 169.78%
$4.85 - $6.96 $337K - $483K
110K $567K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.64K
+ 34.71%
$61.82 - $74.9 $163K - $198K
10.2K $767K
BELFB
Bel Fuse Inc.

Technology
2.97K
+ 56.3%
$61.07 - $81.01 $181K - $240K
8.24K $646K
CPRI
Capri Holdings LTD

Consumer Cyclical
3.21K
+ 18.01%
$29.61 - $42.44 $95.2K - $136K
21.1K $893K
FE
Firstenergy Corp

Utilities
1.81K
+ 4.97%
$38.25 - $44.54 $69.3K - $80.8K
38.3K $1.7M
DK
Delek Us Holdings, Inc.

Energy
22.2K
+ 116.14%
$18.74 - $24.97 $416K - $555K
41.4K $775K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.49K
+ 29.75%
$78.93 - $95.84 $196K - $239K
10.9K $975K
NMRK
Newmark Group, Inc.

Real Estate
5.92K
+ 15.02%
$9.84 - $15.9 $58.2K - $94K
45.3K $703K
FC
Franklin Covey CO

Industrials
7.31K
New
$36.88 - $43.71 $270K - $319K
7.31K $300K
THO
Thor Industries Inc

Consumer Cyclical
1.25K
+ 12.85%
$91.4 - $109.97 $115K - $138K
11K $1.21M
ZIP
Ziprecruiter, Inc.

Industrials
31.5K
New
$7.25 - $10.2 $229K - $322K
31.5K $299K
CC
Chemours CO

Basic Materials
17.7K
+ 66.61%
$16.79 - $24.99 $297K - $442K
44.2K $898K
EA
Electronic Arts Inc.

Communication Services
1.35K
+ 5.33%
$137.32 - $151.82 $186K - $205K
26.7K $3.83M
CSTL
Castle Biosciences Inc

Healthcare
10.5K
New
$17.4 - $31.47 $182K - $330K
10.5K $298K
SAFT
Safety Insurance Group Inc

Financial Services
3.66K
New
$74.85 - $88.81 $274K - $325K
3.66K $298K
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
4.98K
+ 51.74%
$23.52 - $37.4 $117K - $186K
14.6K $546K
CCB
Coastal Financial Corp

Financial Services
5.51K
New
$43.73 - $53.83 $241K - $297K
5.51K $296K
TFX
Teleflex Inc

Healthcare
412
+ 7.83%
$211.25 - $247.28 $87K - $102K
5.67K $1.4M
GFS
Globalfoundries Inc.

Technology
7.34K
New
$39.04 - $58.39 $286K - $428K
7.34K $295K
BC
Brunswick Corp

Consumer Cyclical
3.52K
New
$69.46 - $84.53 $244K - $297K
3.52K $294K
TWI
Titan International Inc

Industrials
32.6K
+ 80.22%
$6.95 - $8.7 $226K - $283K
73.2K $594K
DGII
Digi International Inc

Technology
10.7K
New
$22.44 - $29.62 $240K - $317K
10.7K $294K
FOUR
Shift4 Payments, Inc.

Technology
3.31K
New
$61.26 - $88.65 $203K - $293K
3.31K $293K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 11.2%
$39.15 - $46.02 $119K - $140K
30.2K $1.38M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.68K
+ 5.49%
$49.82 - $55.29 $133K - $148K
51.4K $2.84M
INSW
International Seaways, Inc.

Energy
6.44K
+ 121.64%
$47.67 - $60.19 $307K - $387K
11.7K $604K
AMOT
Allied Motion Technologies Inc

Technology
10.5K
New
N/A
10.5K $292K
AIQ
Global X Funds Global X Artifi

ETFs
6.69K
+ 24.96%
$31.85 - $37.36 $213K - $250K
33.5K $1.24M
AQST
Aquestive Therapeutics, Inc.

Healthcare
26.2K
+ 39.29%
$2.4 - $5.09 $62.8K - $133K
92.8K $462K
IYY
Ishares Tr

ETFs
7
+ 0.02%
$125.77 - $139.59 $880 - $977
39.6K $5.53M
IHF
Ishares Tr

ETFs
2.67K
+ 9.15%
$51.37 - $58.67 $137K - $157K
31.9K $1.82M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.04K
+ 7.97%
$44.83 - $47.42 $181K - $191K
54.7K $2.58M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
8.36K
New
$25.91 - $34.55 $217K - $289K
8.36K $285K
CCSI
Consensus Cloud Solutions, Inc.

Technology
12.1K
New
$15.92 - $24.09 $193K - $291K
12.1K $285K
HTBK
Heritage Commerce Corp

Financial Services
19.8K
+ 26.24%
$8.22 - $10.71 $163K - $212K
95.3K $941K
SPSC
Sps Commerce Inc

Technology
1.2K
+ 13.58%
$185.76 - $215.42 $224K - $259K
10.1K $1.95M
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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