Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COMM
Comm Scope Holding Company, Inc.

Technology
11.9K
New
$1.07 - $6.61 $12.8K - $78.8K
11.9K $72K
HAIN
Hain Celestial Group Inc

Consumer Defensive
1.27K
+ 3.63%
$6.14 - $8.63 $7.81K - $11K
36.3K $313K
WOW
Wide Open West, Inc.

Communication Services
13.9K
+ 100.53%
$5.0 - $5.78 $69.5K - $80.4K
27.7K $145K
LZ
Legalzoom.Com, Inc.

Industrials
11.3K
New
$5.57 - $8.26 $63K - $93.4K
11.3K $71K
PDP
Invesco Exchange Traded Fd Tr

ETFs
396
+ 7.17%
$91.9 - $103.31 $36.4K - $40.9K
5.92K $611K
AG
First Majestic Silver Corp

Basic Materials
12K
New
$4.62 - $6.84 $55.3K - $81.9K
12K $71K
ATUS
Altice Usa, Inc.

Communication Services
22.5K
+ 64.06%
$1.57 - $2.5 $35.3K - $56.2K
57.6K $141K
LOGI
Logitech International S.A.

Technology
3.06K
+ 10.68%
$83.7 - $96.51 $256K - $295K
31.7K $2.84M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
521
+ 8.01%
$54.75 - $61.2 $28.5K - $31.9K
7.03K $429K
FISI
Financial Institutions Inc

Financial Services
56
+ 0.5%
$18.61 - $27.58 $1.04K - $1.54K
11.2K $285K
BEAM
Beam Therapeutics Inc.

Healthcare
2.42K
+ 25.46%
$22.57 - $33.14 $54.7K - $80.3K
11.9K $292K
SON
Sonoco Products CO

Consumer Cyclical
473
+ 4.31%
$48.33 - $56.57 $22.9K - $26.8K
11.4K $624K
DIHP
Dimensional ETF Tr Dimensional

ETFs
908
+ 2.85%
$25.23 - $27.94 $22.9K - $25.4K
32.8K $908K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
140
+ 0.36%
$8.1 - $10.79 $1.13K - $1.51K
38.8K $408K
FIW
First Trust Water ETF

ETFs
149
+ 2.65%
$98.0 - $109.33 $14.6K - $16.3K
5.78K $632K
LXP
Lxp Industrial Trust

Real Estate
2.3K
+ 4.81%
$9.14 - $10.46 $21K - $24.1K
50.2K $504K
FORM
Formfactor Inc

Technology
4.68K
+ 45.92%
$40.9 - $62.22 $192K - $291K
14.9K $684K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
138
+ 0.34%
$17.09 - $20.23 $2.36K - $2.79K
40.8K $774K
UGP
Ultrapar Holdings Inc

Energy
17.4K
+ 45.21%
$3.81 - $4.44 $66.4K - $77.4K
56K $217K
GRFS
Grifols Sa

Healthcare
3.61K
+ 26.37%
$6.28 - $9.38 $22.7K - $33.9K
17.3K $153K
TENB
Tenable Holdings, Inc.

Technology
2.35K
+ 24.6%
$38.98 - $47.15 $91.5K - $111K
11.9K $481K
ALHC
Alignment Healthcare, Inc.

Healthcare
2.07K
+ 19.98%
$7.79 - $11.88 $16.1K - $24.6K
12.4K $147K
CHDN
Churchill Downs Inc

Consumer Cyclical
620
+ 15.37%
$130.35 - $145.0 $80.8K - $89.9K
4.66K $629K
FYX
First Tr Small Cap Core Alphad

ETFs
285
+ 6.81%
$89.32 - $100.62 $25.5K - $28.7K
4.47K $444K
AMPY
Amplify Energy Corp.

Energy
10.2K
New
$6.25 - $7.96 $63.7K - $81.1K
10.2K $66K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
341
+ 2.98%
$37.97 - $47.45 $12.9K - $16.2K
11.8K $518K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
1.88K
+ 4.37%
$6.84 - $9.73 $12.9K - $18.3K
44.9K $373K
BRFS
Brf S.A.

Consumer Defensive
10.4K
+ 15.42%
$3.63 - $4.75 $37.6K - $49.2K
77.5K $338K
VTHR
Vanguard Russell 3000 ETF

ETFs
52
+ 1.42%
$228.55 - $253.74 $11.9K - $13.2K
3.71K $942K
UA
Under Armour Inc Cl C

Consumer Cyclical
1.01K
+ 3.33%
$6.18 - $8.41 $6.26K - $8.52K
31.4K $262K
IFN
India Fund Inc

Financial Services
12
+ 0.02%
$17.61 - $19.23 $211 - $231
55.5K $1.06M
NWE
Northwestern Corp

Utilities
143
+ 1.83%
$48.68 - $57.27 $6.96K - $8.19K
7.94K $454K
OMAB
Central North Airport Group

Industrials
933
+ 20.99%
$59.37 - $74.89 $55.4K - $69.9K
5.38K $364K
VRSK
Verisk Analytics, Inc.

Industrials
340
+ 2.0%
$260.31 - $285.99 $88.5K - $97.2K
17.3K $4.65M
PDI
Pimco Dynamic Income Fund

Financial Services
2.35K
+ 20.43%
$18.7 - $20.25 $44K - $47.6K
13.9K $280K
UNFI
United Natural Foods Inc

Consumer Defensive
953
+ 7.59%
$11.93 - $16.94 $11.4K - $16.1K
13.5K $227K
PLUG
Plug Power Inc

Industrials
30.6K
+ 35.92%
$1.61 - $3.34 $49.2K - $102K
116K $261K
LRGF
Ishares Tr

ETFs
30
+ 0.15%
$52.89 - $58.77 $1.59K - $1.76K
20K $1.18M
JWN
Nordstrom Inc

Consumer Cyclical
2.24K
+ 22.87%
$21.09 - $23.82 $47.2K - $53.3K
12K $270K
SVM
Silvercorp Metals Inc

Basic Materials
4.66K
+ 10.94%
$3.11 - $4.64 $14.5K - $21.6K
47.2K $206K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
400
+ 12.11%
$82.69 - $94.63 $33.1K - $37.9K
3.7K $343K
MSGS
Madison Square Garden Sports Corp.

Communication Services
61
+ 2.46%
$187.29 - $209.6 $11.4K - $12.8K
2.54K $529K
EGP
Eastgroup Properties Inc

Real Estate
117
+ 4.8%
$169.51 - $191.71 $19.8K - $22.4K
2.56K $476K
EAT
Brinker International, Inc

Consumer Cyclical
33
+ 0.23%
$59.09 - $77.85 $1.95K - $2.57K
14.3K $1.1M
SPTN
Spartan Nash CO

Consumer Defensive
708
+ 5.68%
$17.99 - $22.55 $12.7K - $16K
13.2K $295K
PRMW
Primo Water Corp

Consumer Defensive
112
+ 0.65%
$20.4 - $25.47 $2.28K - $2.85K
17.4K $439K
COGT
Cogent Biosciences, Inc.

Healthcare
3.27K
+ 29.61%
$8.24 - $11.48 $27K - $37.6K
14.3K $154K
CTS
Cts Corp

Technology
1.87K
+ 14.2%
$44.69 - $54.94 $83.6K - $103K
15K $727K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.95K
+ 3.46%
$20.27 - $20.27 $59.8K - $59.8K
88.1K $1.79M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email