Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
95
+ 0.32%
$9.4 - $11.18 $893 - $1.06K
29.4K $321K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3
+ 0.03%
$53.17 - $58.71 $160 - $176
11.1K $640K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
110
+ 1.88%
$74.85 - $82.2 $8.23K - $9.04K
5.96K $484K
GMED
Globus Medical Inc

Healthcare
314
+ 5.1%
$67.08 - $73.92 $21.1K - $23.2K
6.47K $462K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
112
+ 1.91%
$54.31 - $61.04 $6.08K - $6.84K
5.98K $365K
ESRT
Empire State Realty Trust, Inc.

Real Estate
2.15K
+ 20.52%
$9.25 - $11.32 $19.8K - $24.3K
12.6K $139K
AKBA
Akebia Therapeutics, Inc.

Healthcare
5.48K
+ 4.95%
$0.94 - $1.55 $5.15K - $8.5K
116K $153K
USXF
Ishares Esg Advanced Msci Usa

Technology
458
+ 6.31%
$43.59 - $49.35 $20K - $22.6K
7.72K $378K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.12K
+ 33.01%
$7.45 - $8.23 $30.7K - $33.9K
16.6K $133K
VECO
Veeco Instruments Inc

Technology
9.01K
+ 47.43%
$28.99 - $48.47 $261K - $437K
28K $927K
ACVF
ETF Opportunities Tr American

ETFs
201
+ 1.63%
$39.3 - $43.65 $7.9K - $8.77K
12.5K $547K
BLKB
Blackbaud Inc

Technology
10
+ 0.22%
$74.5 - $85.69 $745 - $857
4.48K $379K
MATV
Schweitzer Mauduit International Inc

Basic Materials
2.3K
+ 17.61%
$14.38 - $19.09 $33K - $43.8K
15.3K $260K
LAB
Standard Biotools Inc.

Healthcare
20.3K
New
$1.42 - $2.35 $28.9K - $47.8K
20.3K $39K
ICSH
Blackrock Ultra Short Term Bon

ETFs
561
+ 1.13%
$50.32 - $50.75 $28.2K - $28.5K
50.3K $2.55M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
669
+ 9.57%
$35.7 - $41.13 $23.9K - $27.5K
7.66K $309K
VSH
Vishay Intertechnology Inc

Technology
8.91K
+ 23.14%
$17.78 - $24.31 $158K - $217K
47.4K $896K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
62
+ 0.48%
$67.53 - $70.89 $4.19K - $4.4K
13.1K $922K
HNST
Honest Company, Inc.

Consumer Cyclical
10.9K
New
$2.74 - $4.67 $29.9K - $51K
10.9K $38K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
4.95K
+ 35.95%
$9.29 - $13.1 $46K - $64.9K
18.7K $210K
ESS
Essex Property Trust, Inc.

Real Estate
120
+ 1.98%
$272.82 - $272.82 $32.7K - $32.7K
6.17K $1.68M
ESAB
Esab Corp

Industrials
89
+ 3.92%
$91.98 - $107.0 $8.19K - $9.52K
2.36K $251K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
4.22K
+ 35.94%
$5.05 - $7.79 $21.3K - $32.9K
16K $124K
FTGC
First Trust Global Tactical CO

ETFs
1.73K
+ 9.82%
$22.3 - $24.39 $38.6K - $42.2K
19.4K $458K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
461
+ 4.5%
$48.09 - $49.69 $22.2K - $22.9K
10.7K $530K
BTBT
Bit Digital, Inc

Financial Services
10.4K
New
$2.47 - $4.24 $25.8K - $44.2K
10.4K $36K
USM
United States Cellular Corp

Communication Services
800
+ 12.43%
$49.13 - $57.81 $39.3K - $46.2K
7.24K $395K
AGO
Assured Guaranty LTD

Financial Services
135
+ 1.23%
$74.0 - $82.52 $9.99K - $11.1K
11.1K $885K
EQH
Equitable Holdings, Inc.

Financial Services
476
+ 3.64%
$37.05 - $43.61 $17.6K - $20.8K
13.5K $568K
NSP
Insperity, Inc.

Industrials
522
+ 14.57%
$85.48 - $103.18 $44.6K - $53.9K
4.1K $361K
KEX
Kirby Corp

Industrials
147
+ 2.25%
$107.57 - $129.59 $15.8K - $19K
6.68K $817K
AIVI
Kemiao Garment Holding Group

ETFs
233
+ 4.23%
$39.41 - $44.27 $9.18K - $10.3K
5.74K $251K
IHE
Ishares Tr

ETFs
86
+ 1.31%
$65.61 - $72.86 $5.64K - $6.27K
6.65K $469K
PNQI
Invesco Nasdaq Internet ETF

ETFs
170
+ 1.46%
$37.37 - $43.48 $6.35K - $7.39K
11.8K $512K
LAND
Gladstone Land Corp

Real Estate
2.22K
+ 10.9%
$13.38 - $15.2 $29.6K - $33.7K
22.5K $313K
AZUL
Azul Sa

Industrials
10.2K
New
$2.09 - $5.04 $21.4K - $51.6K
10.2K $35K
PEN
Penumbra Inc

Healthcare
71
+ 4.72%
$163.64 - $210.12 $11.6K - $14.9K
1.57K $305K
DHC
Diversified Healthcare Trust

Real Estate
2.77K
+ 14.09%
$3.01 - $4.19 $8.33K - $11.6K
22.4K $93K
ITUB
Itau Unibanco Holding S.A.

Financial Services
3.75K
+ 33.54%
$5.73 - $6.87 $21.5K - $25.8K
14.9K $99K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.98K
+ 18.13%
$13.65 - $23.25 $54.3K - $92.5K
25.9K $477K
OLO
Olo Inc.

Technology
3.97K
+ 15.05%
$4.25 - $5.61 $16.9K - $22.3K
30.4K $150K
AB
Alliancebernstein Holding L.P.

Financial Services
469
+ 3.23%
$31.87 - $35.39 $14.9K - $16.6K
15K $524K
ALEC
Alector, Inc.

Healthcare
6.72K
+ 54.24%
$4.34 - $6.58 $29.2K - $44.2K
19.1K $89K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
270
+ 1.1%
$2.88 - $5.17 $778 - $1.4K
24.9K $116K
ALTR
Altair Engineering Inc.

Technology
631
+ 5.93%
$81.56 - $100.25 $51.5K - $63.3K
11.3K $1.08M
NWBI
Northwest Bancshares, Inc.

Financial Services
851
+ 7.18%
$11.24 - $14.26 $9.57K - $12.1K
12.7K $169K
SWN
Southwestern Energy CO

Energy
458
+ 0.6%
$6.0 - $7.15 $2.75K - $3.27K
76.6K $544K
BB
Blackberry LTD

Technology
10.6K
+ 40.76%
$2.11 - $2.63 $22.3K - $27.8K
36.6K $96K
BHF
Brighthouse Financial, Inc.

Financial Services
420
+ 5.66%
$40.78 - $50.66 $17.1K - $21.3K
7.84K $353K
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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