Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.79K
+ 25.69%
$37.45 - $52.79 $180K - $253K
23.5K $1.08M
FULT
Fulton Financial Corp

Financial Services
7.04K
+ 26.55%
$16.35 - $20.14 $115K - $142K
33.6K $608K
DAR
Darling Ingredients Inc.

Consumer Defensive
4.02K
+ 21.93%
$33.99 - $41.78 $137K - $168K
22.4K $830K
SXI
Standex International Corp

Industrials
597
+ 27.81%
$155.0 - $188.75 $92.5K - $113K
2.74K $500K
MTG
Mgic Investment Corp

Financial Services
3.2K
+ 17.88%
$21.29 - $25.74 $68.2K - $82.5K
21.1K $540K
INVA
Innoviva, Inc.

Healthcare
4.67K
+ 21.12%
$16.33 - $20.04 $76.2K - $93.6K
26.8K $516K
HII
Huntington Ingalls Industries, Inc.

Industrials
181
+ 3.06%
$241.93 - $282.86 $43.8K - $51.2K
6.1K $1.61M
SMAR
Smartsheet Inc

Technology
721
+ 7.17%
$42.95 - $55.46 $31K - $40K
10.8K $596K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
49.5K
+ 8.87%
$9.27 - $11.62 $459K - $576K
608K $6.18M
PFGC
Performance Food Group CO

Consumer Defensive
140
+ 1.21%
$61.6 - $78.75 $8.62K - $11K
11.7K $915K
CRI
Carters Inc

Consumer Cyclical
2.1K
+ 44.35%
$57.26 - $71.06 $120K - $150K
6.85K $444K
CNA
Cna Financial Corp

Financial Services
2.27K
+ 16.47%
$44.75 - $51.95 $102K - $118K
16.1K $786K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.97K
+ 14.37%
$49.7 - $56.11 $147K - $166K
23.6K $1.3M
ARW
Arrow Electronics Inc

Technology
123
+ 1.11%
$117.29 - $135.1 $14.4K - $16.6K
11.2K $1.49M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.29K
+ 11.09%
$70.42 - $80.82 $91.1K - $105K
13K $1.01M
LC
Lending Club Corp

Financial Services
5.7K
+ 20.34%
$8.34 - $12.51 $47.5K - $71.2K
33.7K $385K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
10.4K
+ 71.42%
$15.14 - $19.14 $158K - $200K
25.1K $385K
IYT
Ishares Tr U.S. Transportation

ETFs
878
+ 3.49%
$61.35 - $68.92 $53.9K - $60.5K
26K $1.79M
GCI
Gannett Co., Inc.

Communication Services
14.8K
+ 22.84%
$4.04 - $5.78 $59.9K - $85.6K
79.7K $447K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
4.07K
+ 5.79%
$15.0 - $17.11 $61.1K - $69.7K
74.4K $1.23M
ASIX
Advan Six Inc.

Basic Materials
2.03K
+ 17.66%
$20.9 - $30.57 $42.4K - $62.1K
13.5K $410K
EMB
Ishares Tr

ETFs
1.06K
+ 11.39%
$87.75 - $93.74 $93.4K - $99.7K
10.4K $973K
L
Loews Corp

Financial Services
677
+ 3.16%
$73.76 - $81.96 $49.9K - $55.5K
22.1K $1.75M
RGLD
Royal Gold Inc

Basic Materials
157
+ 1.92%
$125.01 - $146.5 $19.6K - $23K
8.35K $1.17M
AWR
American States Water CO

Utilities
364
+ 3.34%
$71.55 - $85.38 $26K - $31.1K
11.3K $937K
MRCY
Mercury Systems Inc

Industrials
1.82K
+ 22.81%
$28.35 - $40.12 $51.5K - $72.9K
9.79K $361K
TVTX
Travere Therapeutics, Inc.

Healthcare
995
+ 4.34%
$7.89 - $15.21 $7.85K - $15.1K
23.9K $334K
BUR
Burford Capital LTD

Financial Services
10.7K
+ 92.05%
$12.44 - $14.22 $133K - $152K
22.3K $295K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
3.35K
+ 9.65%
$9.39 - $13.59 $31.4K - $45.5K
38K $516K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.41K
+ 25.5%
$16.42 - $18.12 $122K - $134K
36.4K $657K
AKAM
Akamai Technologies Inc

Technology
1.57K
+ 1.47%
N/A
109K $9.86M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
8.5K
+ 21.26%
$2.48 - $5.76 $21.1K - $49K
48.5K $252K
AMPL
Amplitude, Inc.

Technology
15.8K
+ 152.42%
$7.72 - $9.05 $122K - $143K
26.2K $234K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
6.93K
+ 59.62%
$16.15 - $18.27 $112K - $127K
18.5K $331K
GAB
Gabelli Equity Trust Inc

Financial Services
1.48K
+ 0.32%
$5.15 - $5.6 $7.63K - $8.29K
459K $2.52M
CEIX
Consol Energy Inc.

Energy
1.24K
+ 31.32%
$88.45 - $107.31 $110K - $133K
5.21K $545K
AYI
Acuity Brands Inc

Industrials
47
+ 1.25%
$222.88 - $275.47 $10.5K - $12.9K
3.81K $1.05M
ATR
Aptargroup, Inc.

Healthcare
467
+ 13.65%
$138.54 - $160.11 $64.7K - $74.8K
3.89K $622K
DDM
Proshares Ultra Dow30

ETFs
15
+ 0.14%
$80.56 - $95.7 $1.21K - $1.44K
11.1K $1.06M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.54K
+ 21.38%
$57.69 - $64.56 $88.7K - $99.2K
8.73K $557K
KGC
Kinross Gold Corp

Basic Materials
7.69K
+ 11.97%
$8.02 - $9.84 $61.7K - $75.7K
71.9K $674K
VMI
Valmont Industries Inc

Industrials
8
+ 0.09%
$260.22 - $302.59 $2.08K - $2.42K
8.93K $2.59M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.82K
+ 12.89%
$30.71 - $34.79 $86.5K - $98K
24.7K $858K
FINV
Fin Volution Group

Financial Services
9.24K
+ 15.92%
$4.79 - $6.18 $44.3K - $57.1K
67.3K $415K
RRX
Regal Rexnord Corp

Industrials
326
+ 11.62%
$132.18 - $174.25 $43.1K - $56.8K
3.13K $518K
MNRO
Monro, Inc.

Consumer Cyclical
2.7K
+ 22.51%
$21.13 - $30.82 $57.1K - $83.2K
14.7K $424K
IPAR
Inter Parfums Inc

Consumer Defensive
826
+ 36.26%
$113.85 - $140.68 $94K - $116K
3.1K $402K
PATH
Ui Path, Inc.

Technology
10.3K
+ 21.04%
$10.75 - $13.24 $110K - $136K
59K $755K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.24K
+ 20.51%
$32.43 - $41.89 $72.6K - $93.8K
13.2K $495K
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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