Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LC
Lending Club Corp

Financial Services
5.7K
+ 20.34%
$8.34 - $12.51 $47.5K - $71.2K
33.7K $385K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
10.4K
+ 71.42%
$15.14 - $19.14 $158K - $200K
25.1K $385K
IYT
Ishares Tr U.S. Transportation

ETFs
878
+ 3.49%
$61.35 - $68.92 $53.9K - $60.5K
26K $1.79M
GCI
Gannett Co., Inc.

Communication Services
14.8K
+ 22.84%
$4.04 - $5.78 $59.9K - $85.6K
79.7K $447K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
4.07K
+ 5.79%
$15.0 - $17.11 $61.1K - $69.7K
74.4K $1.23M
ASIX
Advan Six Inc.

Basic Materials
2.03K
+ 17.66%
$20.9 - $30.57 $42.4K - $62.1K
13.5K $410K
EMB
Ishares Tr

ETFs
1.06K
+ 11.39%
$87.75 - $93.74 $93.4K - $99.7K
10.4K $973K
L
Loews Corp

Financial Services
677
+ 3.16%
$73.76 - $81.96 $49.9K - $55.5K
22.1K $1.75M
RGLD
Royal Gold Inc

Basic Materials
157
+ 1.92%
$125.01 - $146.5 $19.6K - $23K
8.35K $1.17M
AWR
American States Water CO

Utilities
364
+ 3.34%
$71.55 - $85.38 $26K - $31.1K
11.3K $937K
TVTX
Travere Therapeutics, Inc.

Healthcare
995
+ 4.34%
$7.89 - $15.21 $7.85K - $15.1K
23.9K $334K
TH
Target Hospitality Corp.

Industrials
18.6K
New
$7.42 - $10.11 $138K - $188K
18.6K $144K
BUR
Burford Capital LTD

Financial Services
10.7K
+ 92.05%
$12.44 - $14.22 $133K - $152K
22.3K $295K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
3.35K
+ 9.65%
$9.39 - $13.59 $31.4K - $45.5K
38K $516K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.41K
+ 25.5%
$16.42 - $18.12 $122K - $134K
36.4K $657K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
12.4K
New
$9.86 - $12.2 $122K - $151K
12.4K $143K
AKAM
Akamai Technologies Inc

Technology
1.57K
+ 1.47%
N/A
109K $9.86M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
8.5K
+ 21.26%
$2.48 - $5.76 $21.1K - $49K
48.5K $252K
AMPL
Amplitude, Inc.

Technology
15.8K
+ 152.42%
$7.72 - $9.05 $122K - $143K
26.2K $234K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
10K
New
$13.08 - $14.19 $131K - $143K
10K $142K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
6.93K
+ 59.62%
$16.15 - $18.27 $112K - $127K
18.5K $331K
RCM
R1 Rcm Inc.

Healthcare
10K
New
$10.9 - $14.18 $109K - $142K
10K $142K
GAB
Gabelli Equity Trust Inc

Financial Services
1.48K
+ 0.32%
$5.15 - $5.6 $7.63K - $8.29K
459K $2.52M
CLVT
Clarivate PLC

Technology
20K
New
$5.08 - $7.1 $102K - $142K
20K $141K
CEIX
Consol Energy Inc.

Energy
1.24K
+ 31.32%
$88.45 - $107.31 $110K - $133K
5.21K $545K
AYI
Acuity Brands Inc

Industrials
47
+ 1.25%
$222.88 - $275.47 $10.5K - $12.9K
3.81K $1.05M
ATR
Aptargroup, Inc.

Healthcare
467
+ 13.65%
$138.54 - $160.11 $64.7K - $74.8K
3.89K $622K
DDM
Proshares Ultra Dow30

ETFs
15
+ 0.14%
$80.56 - $95.7 $1.21K - $1.44K
11.1K $1.06M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.54K
+ 21.38%
$57.69 - $64.56 $88.7K - $99.2K
8.73K $557K
KGC
Kinross Gold Corp

Basic Materials
7.69K
+ 11.97%
$8.02 - $9.84 $61.7K - $75.7K
71.9K $674K
VMI
Valmont Industries Inc

Industrials
8
+ 0.09%
$260.22 - $302.59 $2.08K - $2.42K
8.93K $2.59M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.82K
+ 12.89%
$30.71 - $34.79 $86.5K - $98K
24.7K $858K
EFC
Ellington Financial Inc.

Real Estate
10.9K
New
$11.87 - $13.38 $130K - $146K
10.9K $140K
BVN
Buenaventura Mining CO Inc

Basic Materials
10.1K
New
$11.72 - $17.32 $118K - $174K
10.1K $139K
FINV
Fin Volution Group

Financial Services
9.24K
+ 15.92%
$4.79 - $6.18 $44.3K - $57.1K
67.3K $415K
RRX
Regal Rexnord Corp

Industrials
326
+ 11.62%
$132.18 - $174.25 $43.1K - $56.8K
3.13K $518K
MNRO
Monro, Inc.

Consumer Cyclical
2.7K
+ 22.51%
$21.13 - $30.82 $57.1K - $83.2K
14.7K $424K
IPAR
Inter Parfums Inc

Consumer Defensive
826
+ 36.26%
$113.85 - $140.68 $94K - $116K
3.1K $402K
PATH
Ui Path, Inc.

Technology
10.3K
+ 21.04%
$10.75 - $13.24 $110K - $136K
59K $755K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.24K
+ 20.51%
$32.43 - $41.89 $72.6K - $93.8K
13.2K $495K
STGW
Stagwell Inc

Communication Services
18.9K
+ 88.93%
$6.02 - $7.37 $114K - $139K
40.1K $281K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2.58K
+ 49.36%
$55.75 - $55.75 $144K - $144K
7.8K $434K
LASR
Nlight, Inc.

Technology
12.7K
New
$10.41 - $13.11 $132K - $167K
12.7K $135K
DDS
Dillard'S, Inc.

Consumer Cyclical
498
+ 49.7%
$332.23 - $468.58 $165K - $233K
1.5K $576K
WGO
Winnebago Industries Inc

Consumer Cyclical
1.76K
+ 21.67%
$49.68 - $62.52 $87.4K - $110K
9.88K $574K
OCFC
Oceanfirst Financial Corp

Financial Services
1.41K
+ 3.51%
$15.35 - $18.91 $21.7K - $26.7K
41.6K $773K
CDMO
Avid Bioservices, Inc.

Healthcare
6.67K
+ 49.4%
$6.7 - $12.45 $44.7K - $83.1K
20.2K $229K
OIS
Oil States International, Inc

Energy
29K
New
$4.05 - $5.72 $117K - $166K
29K $133K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
5.94K
+ 52.29%
$13.75 - $18.24 $81.6K - $108K
17.3K $285K
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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