Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JXN
Jackson Financial Inc.

Financial Services
373
+ 10.17%
$69.1 - $91.97 $25.8K - $34.3K
4.04K $368K
NRZ
New Residential Investment Corp.

Real Estate
13.2K
+ 20.56%
N/A
77.1K $559K
RHI
Robert Half International Inc.

Industrials
506
+ 2.9%
$59.34 - $68.28 $30K - $34.5K
18K $1.21M
EPP
Ishares Inc

ETFs
192
+ 1.32%
$41.3 - $48.84 $7.93K - $9.38K
14.8K $721K
IYC
Ishares U.S. Consumer Discreti

ETFs
452
+ 5.51%
$76.12 - $88.31 $34.4K - $39.9K
8.66K $761K
EQBK
Equity Bancshares Inc

Financial Services
3.4K
+ 4.43%
$34.9 - $34.9 $119K - $119K
80.1K $2.8M
FLIN
Franklin Templeton ETF Tr

ETFs
1.36K
+ 7.38%
$39.24 - $42.42 $53.4K - $57.8K
19.8K $830K
MTRN
Materion Corp

Basic Materials
776
+ 38.49%
$101.87 - $120.55 $79.1K - $93.5K
2.79K $312K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
28.8K
+ 19.53%
$6.68 - $8.2 $193K - $236K
176K $1.21M
IVZ
Invesco Ltd.

Financial Services
394
+ 1.17%
$14.85 - $17.74 $5.85K - $6.99K
33.9K $596K
PAAS
Pan American Silver Corp

Basic Materials
3.05K
+ 10.19%
$18.58 - $24.18 $56.7K - $73.8K
33K $689K
CX
Cemex Sab De Cv

Basic Materials
23.9K
+ 13.73%
$5.6 - $6.88 $134K - $164K
198K $1.21M
PLMR
Palomar Holdings, Inc.

Financial Services
610
+ 23.19%
$80.39 - $99.22 $49K - $60.5K
3.24K $306K
HTGC
Hercules Capital, Inc.

Financial Services
6.05K
+ 18.91%
$17.71 - $21.67 $107K - $131K
38K $747K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1.15K
+ 9.12%
$36.06 - $46.56 $41.6K - $53.7K
13.8K $625K
ABCL
Ab Cellera Biologics Inc.

Healthcare
35.8K
New
$2.39 - $3.49 $85.6K - $125K
35.8K $92K
CHH
Choice Hotels International Inc

Consumer Cyclical
536
+ 28.11%
$117.06 - $133.72 $62.7K - $71.7K
2.44K $318K
RWT
Redwood Trust Inc

Real Estate
11.8K
New
$6.37 - $8.08 $75.2K - $95.3K
11.8K $91K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.22K
+ 14.48%
$26.09 - $33.19 $31.8K - $40.5K
9.64K $319K
FNA
Paragon 28, Inc.

Healthcare
13.7K
New
$6.32 - $9.03 $86.5K - $124K
13.7K $91K
NNI
Nelnet Inc

Financial Services
310
+ 6.97%
$100.81 - $115.58 $31.3K - $35.8K
4.76K $538K
SHLS
Shoals Technologies Group, Inc.

Technology
17.8K
+ 115.54%
$5.1 - $7.06 $91K - $126K
33.3K $186K
ASAI
Sendas Distributor S.A.

Consumer Defensive
19K
+ 109.99%
$6.88 - $10.7 $131K - $204K
36.3K $250K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
200
+ 5.09%
$212.93 - $269.22 $42.6K - $53.8K
4.13K $985K
SOUN
Soundhound Ai, Inc.

Technology
19.4K
New
$3.89 - $6.2 $75.6K - $121K
19.4K $90K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
4.96K
+ 16.59%
$13.24 - $14.64 $65.6K - $72.5K
34.8K $509K
GAL
Ssga Active ETF Tr

ETFs
1.24K
+ 8.59%
$42.41 - $45.61 $52.8K - $56.7K
15.7K $715K
AVPT
Ave Point, Inc.

Technology
4.7K
+ 19.06%
$9.7 - $11.98 $45.6K - $56.3K
29.3K $345K
YRD
Yiren Digital Ltd.

Financial Services
15.7K
New
$4.32 - $5.69 $67.8K - $89.3K
15.7K $89K
RCI
Rogers Communications Inc

Communication Services
486
+ 2.23%
$36.2 - $41.17 $17.6K - $20K
22.3K $895K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.54K
+ 9.35%
$45.6 - $46.83 $70K - $71.9K
18K $840K
LMAT
Lemaitre Vascular Inc

Healthcare
617
+ 20.73%
$80.3 - $92.89 $49.5K - $57.3K
3.59K $333K
CLDT
Chatham Lodging Trust

Real Estate
10.5K
New
$7.72 - $9.14 $81K - $95.9K
10.5K $89K
DIOD
Diodes Inc

Technology
2.3K
+ 30.15%
$58.65 - $85.82 $135K - $197K
9.92K $636K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
892
+ 8.71%
$17.57 - $25.19 $15.7K - $22.5K
11.1K $269K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
2.75K
+ 9.06%
$12.67 - $14.94 $34.9K - $41.1K
33.1K $473K
NAPA
Duckhorn Portfolio, Inc.

Consumer Defensive
19.2K
+ 106.39%
$5.56 - $7.66 $107K - $147K
37.2K $215K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
2.73K
+ 5.87%
$6.41 - $8.69 $17.5K - $23.8K
49.3K $375K
AROC
Archrock, Inc.

Energy
4.3K
+ 18.7%
$17.83 - $23.35 $76.7K - $100K
27.3K $552K
SAGE
Sage Therapeutics, Inc.

Healthcare
12.1K
New
$7.02 - $13.08 $85.2K - $159K
12.1K $87K
FHB
First Hawaiian, Inc.

Financial Services
1.42K
+ 6.41%
$20.52 - $26.1 $29.2K - $37.2K
23.6K $546K
EBND
Spdr Bloomberg Emerging Market

ETFs
2.73K
+ 13.82%
$19.74 - $21.39 $53.8K - $58.3K
22.4K $477K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.21K
+ 5.82%
$22.51 - $23.57 $49.8K - $52.2K
40.2K $945K
UTL
Unitil Corp

Utilities
397
+ 5.87%
$51.06 - $62.47 $20.3K - $24.8K
7.16K $433K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
192
+ 2.14%
$72.01 - $84.34 $13.8K - $16.2K
9.14K $742K
REPL
Replimune Group, Inc.

Healthcare
4.7K
+ 28.74%
$8.09 - $11.23 $38K - $52.8K
21K $230K
BAR
Granite Shares Gold Trust

ETFs
2.15K
+ 23.32%
$23.01 - $26.37 $49.4K - $56.6K
11.3K $294K
DDOG
Datadog, Inc.

Technology
2.56K
+ 17.58%
$104.97 - $134.56 $269K - $345K
17.1K $1.97M
DBI
Designer Brands Inc.

Consumer Cyclical
10.1K
+ 84.21%
$5.14 - $8.16 $51.9K - $82.4K
22.1K $163K
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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