Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DTD
Wisdomtree Tr U.S Total Divide

ETFs
366
+ 1.01%
$70.02 - $76.68 $25.6K - $28.1K
36.7K $2.81M
JHG
Janus Henderson Group PLC

Financial Services
3.04K
+ 10.67%
$33.55 - $38.68 $102K - $118K
31.6K $1.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.79K
+ 76.74%
$50.2 - $50.48 $240K - $242K
11K $554K
FNKO
Funko, Inc.

Consumer Cyclical
19.6K
New
$8.57 - $12.21 $168K - $239K
19.6K $239K
BMBL
Bumble Inc.

Technology
44K
+ 437.49%
$5.71 - $10.04 $251K - $442K
54.1K $344K
PCT
Pure Cycle Technologies, Inc.

Industrials
16.1K
+ 66.96%
$4.69 - $10.17 $75.5K - $164K
40.1K $381K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.71K
+ 43.67%
$44.07 - $50.57 $163K - $187K
12.2K $616K
FFBC
First Financial Bancorp

Financial Services
61
+ 0.08%
$21.7 - $28.09 $1.32K - $1.71K
78.6K $1.98M
FMNB
Farmers National Banc Corp

Financial Services
11.4K
+ 46.05%
$12.04 - $16.09 $138K - $184K
36.3K $548K
UE
Urban Edge Properties

Real Estate
11.1K
New
$18.09 - $21.5 $201K - $239K
11.1K $238K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.47K
+ 37.35%
$76.83 - $91.38 $267K - $317K
12.8K $1.05M
PSO
Pearson PLC

Communication Services
13K
+ 23.65%
$12.39 - $14.05 $161K - $183K
68K $923K
CCNE
Cnb Financial Corp

Financial Services
8.33K
+ 82.34%
$19.32 - $26.14 $161K - $218K
18.4K $443K
SANM
Sanmina Corp

Technology
2.77K
+ 13.16%
$62.98 - $75.33 $175K - $209K
23.8K $1.63M
WEN
Wendy'S CO

Consumer Cyclical
7.18K
+ 3.66%
$15.83 - $18.24 $114K - $131K
203K $3.56M
BL
Blackline, Inc.

Technology
3.76K
+ 88.93%
$43.75 - $55.15 $164K - $207K
7.98K $440K
CTO
Cto Realty Growth, Inc.

Real Estate
12.5K
New
$17.36 - $20.15 $216K - $251K
12.5K $236K
STE
Steris PLC

Healthcare
126
+ 1.42%
$213.51 - $247.14 $26.9K - $31.1K
9.02K $2.19M
CW
Curtiss Wright Corp

Industrials
227
+ 8.17%
$265.18 - $332.22 $60.2K - $75.4K
3.01K $987K
MBWM
Mercantile Bank Corp

Financial Services
4.34K
+ 29.76%
$38.28 - $50.44 $166K - $219K
18.9K $826K
VLY
Valley National Bancorp

Financial Services
14.8K
+ 30.27%
$6.58 - $9.34 $97.3K - $138K
63.7K $576K
MFG
Mizuho Financial Group Inc

Financial Services
65.2K
+ 8.83%
$3.69 - $4.62 $241K - $301K
803K $3.36M
PCOR
Procore Technologies, Inc.

Technology
3.8K
New
$51.74 - $71.71 $197K - $272K
3.8K $234K
NTGR
Netgear, Inc.

Technology
11.7K
New
$14.4 - $21.94 $168K - $256K
11.7K $234K
FRT
Federal Realty Investment Trust

Real Estate
1.23K
+ 18.77%
$100.42 - $117.38 $124K - $144K
7.78K $894K
WMK
Weis Markets Inc

Consumer Defensive
3.38K
New
$62.09 - $75.45 $210K - $255K
3.38K $233K
VTWG
Vanguard Russell 2000 Growth E

ETFs
496
+ 6.19%
$186.75 - $211.16 $92.6K - $105K
8.52K $1.76M
HOOD
Robinhood Markets, Inc.

Technology
9.09K
+ 34.59%
$16.42 - $24.63 $149K - $224K
35.4K $828K
NUVL
Nuvalent, Inc.

Healthcare
2.27K
New
$67.44 - $112.17 $153K - $254K
2.27K $231K
UFPT
Ufp Technologies Inc

Healthcare
730
New
$283.66 - $358.42 $207K - $262K
730 $231K
TMDX
Trans Medics Group, Inc.

Healthcare
1.09K
+ 11.87%
$135.68 - $176.11 $148K - $192K
10.3K $1.61M
BTU
Peabody Energy Corp

Energy
6.84K
+ 62.71%
$20.56 - $26.53 $141K - $182K
17.8K $471K
WAL
Western Alliance Bancorporation

Financial Services
1.09K
+ 18.88%
$61.15 - $88.41 $66.5K - $96.1K
6.84K $591K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
8.66K
New
$23.0 - $28.7 $199K - $249K
8.66K $230K
VCEL
Vericel Corp

Healthcare
5.44K
New
$42.25 - $53.56 $230K - $291K
5.44K $229K
NTRS
Northern Trust Corp

Financial Services
968
+ 4.1%
$82.48 - $92.62 $79.8K - $89.7K
24.6K $2.21M
VTRS
Viatris Inc

Healthcare
3.59K
+ 1.89%
$10.32 - $12.13 $37K - $43.5K
194K $2.25M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.71K
New
$41.22 - $51.19 $194K - $241K
4.71K $229K
PAVE
Global X Fds Us Infrastructure

ETFs
1.4K
+ 3.39%
$36.39 - $41.16 $51K - $57.7K
42.7K $1.76M
OBE
Obsidian Energy Ltd.

Energy
41.2K
New
$5.51 - $7.8 $227K - $321K
41.2K $228K
CRVL
Corvel Corp

Financial Services
321
+ 18.8%
$250.37 - $326.89 $80.4K - $105K
2.03K $662K
HBNC
Horizon Bancorp Inc

Financial Services
4.16K
+ 8.06%
$11.89 - $16.57 $49.4K - $68.8K
55.7K $865K
CNQ
Canadian Natural Resources LTD

Energy
12.6K
+ 15.81%
$31.97 - $37.41 $402K - $470K
92.1K $3.06M
EWBC
East West Bancorp Inc

Financial Services
992
+ 6.57%
$70.41 - $88.25 $69.8K - $87.5K
16.1K $1.33M
CGGO
Capital Group Global Growth Eq

ETFs
6.84K
+ 23.02%
$27.25 - $30.52 $186K - $209K
36.5K $1.1M
GABC
German American Bancorp, Inc.

Financial Services
4.84K
+ 42.16%
$33.96 - $41.76 $164K - $202K
16.3K $632K
KIM
Kimco Realty Corp

Real Estate
1.74K
+ 3.52%
$19.24 - $24.06 $33.5K - $41.9K
51.1K $1.19M
IRT
Independence Realty Trust, Inc.

Real Estate
2.59K
+ 2.61%
$18.32 - $21.15 $47.4K - $54.7K
102K $2.08M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.14K
+ 0.81%
$100.09 - $100.69 $214K - $215K
267K $26.9M
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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