Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EXP
Eagle Materials Inc

Basic Materials
368
+ 3.7%
$212.39 - $292.18 $78.2K - $108K
10.3K $2.97M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
38.5K
+ 91.78%
$20.47 - $20.71 $787K - $797K
80.4K $1.66M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.98K
+ 24.62%
$233.81 - $287.01 $462K - $568K
10K $2.75M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
640
+ 0.58%
$64.57 - $71.76 $41.3K - $45.9K
112K $8.02M
DFAX
Dimensional ETF Tr
5.84K
+ 1.45%
$24.29 - $27.25 $142K - $159K
409K $11M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
31.3K
New
$23.91 - $31.3 $748K - $979K
31.3K $795K
AIT
Applied Industrial Technologies Inc

Industrials
2.4K
+ 27.15%
$183.8 - $224.77 $441K - $539K
11.2K $2.51M
KOS
Kosmos Energy Ltd.

Energy
202K
+ 1274.24%
$3.7 - $5.84 $746K - $1.18M
218K $878K
WY
Weyerhaeuser CO

Real Estate
13.6K
+ 22.42%
$27.05 - $33.84 $367K - $459K
74.1K $2.51M
ESE
Esco Technologies Inc

Technology
4.53K
+ 53.14%
$102.11 - $128.98 $462K - $584K
13K $1.68M
MPLX
Mplx LP

Energy
16.1K
+ 45.37%
$40.44 - $45.07 $650K - $725K
51.5K $2.29M
BAX
Baxter International Inc

Healthcare
10.8K
+ 13.31%
$32.85 - $40.26 $354K - $434K
91.7K $3.48M
BOKF
Bok Financial Corp

Financial Services
6.76K
+ 130.13%
$87.91 - $107.34 $594K - $725K
11.9K $1.25M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
667
+ 0.68%
$69.31 - $77.34 $46.2K - $51.6K
99.2K $7.61M
VSTO
Vista Outdoor Inc.

Consumer Cyclical
19.4K
+ 203.34%
$36.41 - $40.8 $705K - $791K
28.9K $1.13M
CTVA
Corteva, Inc.

Basic Materials
1.78K
+ 1.3%
$50.72 - $58.78 $90.5K - $105K
139K $8.19M
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.19K
+ 39.58%
$198.8 - $270.35 $435K - $591K
7.71K $1.9M
SBAC
Sba Communications Corp

Real Estate
1.85K
+ 25.93%
$189.0 - $245.01 $350K - $453K
8.99K $2.16M
SJNK
Spdr Bloomberg Short Term High

ETFs
24.7K
+ 15.28%
$24.8 - $25.75 $612K - $635K
186K $4.79M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.27K
+ 0.75%
$84.81 - $93.54 $108K - $119K
170K $15.6M
ACIW
Aci Worldwide, Inc.

Technology
9.09K
+ 34.96%
$38.9 - $50.89 $354K - $463K
35.1K $1.79M
DNLI
Denali Therapeutics Inc.

Healthcare
17.2K
+ 40.02%
$20.96 - $31.05 $361K - $535K
60.3K $1.76M
AZO
Autozone Inc

Consumer Cyclical
97
+ 4.0%
$2815.0 - $3212.87 $273K - $312K
2.52K $7.93M
KEYS
Keysight Technologies, Inc.

Technology
2.14K
+ 11.41%
$119.86 - $158.87 $256K - $340K
20.9K $3.32M
ENPH
Enphase Energy, Inc.

Technology
5.38K
+ 49.69%
$95.77 - $123.65 $515K - $665K
16.2K $1.83M
PCG
Pg&E Corp

Utilities
25K
+ 22.46%
$17.08 - $20.6 $427K - $515K
136K $2.7M
HMC
Honda Motor CO LTD

Consumer Cyclical
25.7K
+ 19.63%
$29.02 - $33.61 $746K - $864K
157K $4.98M
VRSN
Verisign Inc

Technology
3.05K
+ 21.89%
$174.18 - $190.64 $531K - $581K
17K $3.23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.04K
+ 1.61%
$162.64 - $179.3 $169K - $187K
65.9K $11.8M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
3.29K
+ 7.64%
$48.52 - $64.71 $160K - $213K
46.3K $2.88M
SNN
Smith & Nephew PLC

Healthcare
13.8K
+ 28.56%
$24.51 - $31.64 $339K - $438K
62.3K $1.94M
CAC
Camden National Corp

Financial Services
13.7K
+ 65.29%
$32.01 - $41.68 $437K - $569K
34.6K $1.43M
EXLS
Exl Service Holdings, Inc.

Technology
15.5K
+ 70.68%
$31.2 - $38.15 $483K - $591K
37.4K $1.43M
GKOS
Glaukos Corp

Healthcare
4.94K
+ 64.07%
$113.62 - $135.39 $561K - $668K
12.6K $1.65M
IDXX
Idexx Laboratories Inc

Healthcare
614
+ 2.58%
$455.08 - $517.19 $279K - $318K
24.4K $12.3M
EFSC
Enterprise Financial Services Corp

Financial Services
6.8K
+ 18.37%
$38.94 - $54.0 $265K - $367K
43.8K $2.25M
VOD
Vodafone Group Public LTD CO

Communication Services
42K
+ 15.55%
$8.8 - $10.35 $370K - $435K
312K $3.13M
PPL
Ppl Corp

Utilities
3.89K
+ 3.51%
$27.36 - $33.08 $106K - $129K
115K $3.8M
GIB
Cgi Inc

Technology
3.49K
+ 16.09%
$99.02 - $116.4 $346K - $406K
25.2K $2.9M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.49K
+ 131.43%
$335.64 - $444.2 $501K - $663K
2.63K $1.12M
SUM
Summit Materials, Inc.

Basic Materials
16.7K
+ 53.69%
$35.61 - $41.78 $596K - $700K
47.9K $1.87M
AAON
Aaon, Inc.

Industrials
3.25K
+ 17.65%
$83.58 - $107.82 $272K - $351K
21.7K $2.34M
HALO
Halozyme Therapeutics, Inc.

Healthcare
9.54K
+ 25.59%
$51.3 - $64.42 $490K - $615K
46.8K $2.68M
SHG
Shinhan Financial Group CO LTD

Financial Services
21.4K
+ 21.36%
$34.61 - $34.61 $742K - $742K
122K $4.21M
LNT
Alliant Energy Corp

Utilities
1.25K
+ 1.91%
$50.74 - $60.74 $63.5K - $76K
66.9K $4.06M
MNST
Monster Beverage Corp

Consumer Defensive
10.3K
+ 12.78%
$45.01 - $52.47 $463K - $540K
90.8K $4.74M
LYG
Lloyds Banking Group PLC

Financial Services
130K
+ 15.8%
$2.73 - $3.17 $355K - $412K
952K $2.96M
WD
Walker & Dunlop, Inc.

Financial Services
4.76K
+ 42.32%
$93.87 - $113.96 $447K - $543K
16K $1.82M
R
Ryder System Inc

Industrials
1.31K
+ 5.47%
$117.21 - $148.66 $153K - $194K
25.2K $3.68M
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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