Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Healthcare Rlty Tr
24K
+ 23.36%
N/A
127K $0
Corpay Inc
1.31K
+ 26.41%
N/A
6.25K $0
NWSA
News Corp

Communication Services
1.6K
+ 3.48%
$25.41 - $28.44 $40.8K - $45.6K
47.7K $1.27M
Amc Entmt Hldgs Inc
10.6K
New
N/A
10.6K $0
Ftai Aviation LTD
13.4K
+ 81.67%
N/A
29.9K $0
Intuitive Machines Inc
13.1K
New
N/A
13.1K $0
ACWF
Ishares Msci Global Multifacto

ETFs
75
+ 0.32%
N/A
23.2K $0
Atlassian Corporation
1.94K
+ 32.32%
N/A
7.95K $0
HTZ
Hertz Global Holdings, Inc

Industrials
3.9K
+ 6.12%
$2.62 - $4.55 $10.2K - $17.7K
67.6K $223K
CVM
Cel Sci Corp

Healthcare
1K
+ 3.77%
$1.05 - $1.5 $1.05K - $1.5K
27.5K $29K
MSA
Msa Safety Inc

Industrials
114
+ 5.35%
$167.74 - $199.9 $19.1K - $22.8K
2.25K $398K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
269
+ 17.59%
$188.28 - $328.47 $50.6K - $88.4K
1.8K $425K
PAGP
Plains Gp Holdings LP

Energy
8
+ 0.07%
$17.93 - $19.98 $143 - $160
12K $222K
ATEX
Anterix Inc.

Communication Services
236
+ 3.58%
$34.96 - $42.18 $8.25K - $9.95K
6.83K $257K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
16.6K
+ 8.84%
$1.28 - $2.37 $21.3K - $39.4K
205K $280K
CVAC
Cure Vac N.V.

Healthcare
3.21K
+ 11.46%
$2.74 - $3.79 $8.8K - $12.2K
31.2K $91K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
23
+ 0.24%
$21.96 - $24.4 $505 - $561
9.47K $219K
VDE
Vanguard Energy ETF

ETFs
2.71K
+ 4.12%
$117.44 - $131.06 $319K - $356K
68.5K $8.39M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
301
+ 2.54%
$4.73 - $5.4 $1.42K - $1.63K
12.1K $59K
GEO
Geo Group Inc

Real Estate
919
+ 9.03%
$12.12 - $17.96 $11.1K - $16.5K
11.1K $142K
OCGN
Ocugen, Inc.

Healthcare
2.87K
+ 23.43%
$0.98 - $1.95 $2.81K - $5.6K
15.1K $14K
BGR
Black Rock Energy & Resources Trust

Financial Services
465
+ 1.48%
$12.28 - $13.34 $5.71K - $6.2K
31.9K $411K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
8
+ 0.26%
$59.17 - $82.38 $473 - $659
3.04K $230K
URG
Ur Energy Inc

Energy
1.73K
+ 5.59%
$0.96 - $1.5 $1.66K - $2.6K
32.7K $38K
STEM
Stem, Inc.

Technology
78.9K
+ 177.07%
$0.31 - $1.52 $24.5K - $120K
124K $43K
ATEC
Alphatec Holdings, Inc.

Healthcare
22.2K
+ 83.85%
$5.45 - $11.87 $121K - $263K
48.6K $270K
CRL
Charles River Laboratories International, Inc.

Healthcare
180
+ 4.01%
$187.96 - $245.29 $33.8K - $44.2K
4.67K $920K
ESPR
Esperion Therapeutics, Inc.

Healthcare
2.64K
+ 12.8%
$1.61 - $2.73 $4.24K - $7.2K
23.2K $38K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
34
+ 0.23%
$5.99 - $7.68 $204 - $261
14.7K $96K
HUBS
Hubspot Inc

Technology
650
+ 10.73%
$450.09 - $592.58 $293K - $385K
6.71K $3.56M
BITF
Bitfarms LTD

Financial Services
608
+ 2.63%
$1.79 - $2.97 $1.09K - $1.81K
23.7K $50K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
6.19K
+ 32.12%
$2.27 - $5.0 $14.1K - $31K
25.5K $71K
DENN
Denny'S Corp

Consumer Cyclical
2.27K
+ 6.42%
$5.63 - $7.65 $12.8K - $17.4K
37.7K $242K
PNNT
Pennantpark Investment Corp

Financial Services
1.27K
+ 3.92%
$6.62 - $7.89 $8.4K - $10K
33.6K $235K
RGTI
Rigetti Computing, Inc.

Technology
200
+ 0.54%
$0.69 - $1.28 $138 - $256
37.3K $29K
HPE
Hewlett Packard Enterprise CO

Technology
6.1K
+ 3.19%
$16.1 - $21.44 $98.2K - $131K
197K $4.03M
SONO
Sonos Inc

Technology
4.14K
+ 16.31%
$11.09 - $14.96 $45.9K - $61.9K
29.5K $362K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
64
+ 1.72%
$201.42 - $273.98 $12.9K - $17.5K
3.78K $906K
SDGR
Schrodinger, Inc.

Healthcare
221
+ 1.01%
$18.05 - $24.02 $3.99K - $5.31K
22.2K $411K
FCEL
Fuelcell Energy Inc

Industrials
18
+ 0.03%
$0.38 - $0.69 $6.84 - $12.4
52.6K $19K
RYAAY
Ryanair Holdings PLC

Industrials
8.58K
+ 152.33%
$45.17 - $121.45 $388K - $1.04M
14.2K $641K
NVCR
Novo Cure LTD

Healthcare
336
+ 2.21%
$15.61 - $23.34 $5.24K - $7.84K
15.5K $242K
NTLA
Intellia Therapeutics, Inc.

Healthcare
211
+ 1.71%
$19.72 - $27.36 $4.16K - $5.77K
12.5K $257K
LBRT
Liberty Energy Inc.

Energy
703
+ 3.75%
$18.68 - $24.15 $13.1K - $17K
19.5K $371K
JMIA
Jumia Technologies Ag

Consumer Cyclical
305
+ 2.14%
$4.16 - $14.56 $1.27K - $4.44K
14.5K $77K
WOR
Worthington Industries Inc

Industrials
1.07K
+ 8.83%
$40.07 - $50.8 $43K - $54.6K
13.2K $548K
VREX
Varex Imaging Corp

Healthcare
1.65K
+ 9.19%
$10.23 - $15.06 $16.9K - $24.9K
19.6K $234K
OXM
Oxford Industries Inc

Consumer Cyclical
219
+ 5.97%
$81.88 - $106.5 $17.9K - $23.3K
3.89K $337K
X
United States Steel Corp

Basic Materials
360
+ 2.0%
$29.38 - $42.28 $10.6K - $15.2K
18.3K $648K
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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