Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Klaviyo Inc
7.17K
New
N/A
7.17K $0
Veralto Corp
726
+ 2.85%
N/A
26.2K $0
Lithium Amers Corp New
5.95K
+ 21.75%
N/A
33.3K $0
Ncr Atleos Corporation
438
+ 1.55%
N/A
28.7K $0
Fidelity Covington Trust
17
+ 0.2%
N/A
8.38K $0
Fidelity Covington Trust
328
+ 1.5%
N/A
22.2K $0
Fidelity Covington Trust
15
+ 0.11%
N/A
13.5K $0
Fidelity Covington Trust
2.1K
+ 25.21%
N/A
10.4K $0
Worthington Stl Inc
95
+ 0.84%
N/A
11.4K $0
Diversified Energy Company P
30.7K
New
N/A
30.7K $0
Fidelity Wise Origin Bitcoin
13.9K
+ 16.41%
N/A
98.6K $0
Ishares Bitcoin Trust ETF
1.63K
+ 0.88%
N/A
186K $0
Bitwise Bitcoin ETF Tr
9.14K
+ 22.92%
N/A
49K $0
Core Scientific Inc New
15.4K
+ 88.01%
N/A
32.9K $0
Rbb Fd Inc
3.99K
New
N/A
3.99K $0
Vanguard Calif Tax Free Fds
7.36K
+ 206.46%
N/A
10.9K $0
Amer Sports Inc
41.1K
New
N/A
41.1K $0
American Healthcare Reit Inc
40K
New
N/A
40K $0
Kyverna Therapeutics Inc
11K
New
N/A
11K $0
Ge Vernova Inc
5.38K
+ 11.39%
N/A
52.6K $0
Smurfit Westrock PLC
16.7K
New
N/A
16.7K $0
Ab Active Etfs Inc
7.45K
New
N/A
7.45K $0
Grayscale Ethereum Mini Tr E
60.3K
New
N/A
60.3K $0
Ishares Ethereum Tr
21.3K
New
N/A
21.3K $0
Grayscale Bitcoin Mini Tr Bt
145K
New
N/A
145K $0
Fifth Dist Bancorp Inc
60K
New
N/A
60K $0
Gabelli Util Tr
59K
New
N/A
59K $0
Amentum Holdings Inc
31.3K
New
N/A
31.3K $0
BFA
Brown Forman Corp Cl A
25
+ 0.35%
N/A
7.21K $0
HEIA
Heico Crp Cl A
4.62K
+ 189.49%
N/A
7.05K $0
Thomson Reuters Corp.
1.51K
+ 9.0%
N/A
18.3K $0
Wns Hldgs LTD
3.6K
+ 68.68%
N/A
8.85K $0
Lazard Inc
8.35K
New
N/A
8.35K $0
Bankfinancial Corp
600
+ 0.9%
N/A
67.6K $0
Calumet Inc
68.7K
New
N/A
68.7K $0
SDRL
Seadrill Limited

Energy
15.5K
New
N/A
15.5K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
21.4K
+ 40.91%
N/A
73.8K $0
Te Connectivity PLC
42K
New
N/A
42K $0
Natwest Group PLC
25.1K
+ 21.04%
N/A
144K $0
Forrester Resh Inc
10.7K
+ 66.07%
N/A
26.8K $0
Bank America Corp
160
+ 45.07%
N/A
515 $0
Chimera Invt Corp
14.6K
New
N/A
14.6K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
626
+ 6.96%
N/A
9.62K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
7.12K
New
N/A
7.12K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
1
+ 0.01%
N/A
9.58K $0
New York Mtg Tr Inc
1.59K
+ 13.39%
N/A
13.5K $0
Mesoblast LTD
18K
New
N/A
18K $0
Armour Residential Reit Inc
2.31K
+ 19.67%
N/A
14.1K $0
Proshares Tr Ii
20.6K
New
N/A
20.6K $0
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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