Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AWI
Armstrong World Industries Inc

Industrials
141
+ 7.28%
$111.43 - $132.72 $15.7K - $18.7K
2.08K $273K
POST
Post Holdings, Inc.

Consumer Defensive
264
+ 13.29%
$103.64 - $118.23 $27.4K - $31.2K
2.25K $260K
HCAT
Health Catalyst, Inc.

Healthcare
2.49K
+ 13.18%
$5.48 - $8.83 $13.6K - $22K
21.3K $173K
TDS
Telephone & Data Systems Inc

Communication Services
997
+ 8.1%
$19.05 - $24.64 $19K - $24.6K
13.3K $308K
COLL
Collegium Pharmaceutical, Inc

Healthcare
166
+ 2.32%
$31.4 - $39.07 $5.21K - $6.49K
7.33K $283K
MOMO
Hello Group Inc.

Communication Services
795
+ 2.52%
$6.06 - $7.61 $4.82K - $6.05K
32.4K $246K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
3.65K
+ 34.1%
$11.72 - $12.38 $42.8K - $45.2K
14.4K $177K
PEGA
Pegasystems Inc

Technology
93
+ 2.53%
$57.07 - $73.36 $5.31K - $6.82K
3.77K $274K
GOOD
Gladstone Commercial Corp

Real Estate
549
+ 2.5%
$14.02 - $16.24 $7.7K - $8.92K
22.5K $365K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
779
+ 2.4%
$38.33 - $42.48 $29.9K - $33.1K
33.2K $1.4M
MDU
Mdu Resources Group Inc

Industrials
212
+ 1.08%
$24.1 - $27.68 $5.11K - $5.87K
19.8K $543K
MYGN
Myriad Genetics Inc

Healthcare
892
+ 9.85%
$23.97 - $28.6 $21.4K - $25.5K
9.95K $272K
COMP
Compass, Inc.

Technology
3.22K
+ 26.06%
$3.36 - $6.59 $10.8K - $21.2K
15.6K $95K
HURN
Huron Consulting Group Inc.

Industrials
246
+ 10.5%
$96.95 - $113.5 $23.8K - $27.9K
2.59K $281K
CNMD
Conmed Corp

Healthcare
438
+ 6.14%
$64.09 - $76.92 $28.1K - $33.7K
7.57K $544K
AZEK
Azek CO Inc.

Industrials
430
+ 6.56%
$36.81 - $46.9 $15.8K - $20.2K
6.99K $326K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
762
+ 10.59%
$59.66 - $72.78 $45.5K - $55.5K
7.96K $506K
TDW
Tidewater Inc

Energy
2.97K
+ 42.84%
$69.32 - $106.47 $206K - $316K
9.89K $708K
CROX
Crocs, Inc.

Consumer Cyclical
382
+ 7.63%
$121.05 - $147.9 $46.2K - $56.5K
5.39K $780K
NICE
Nice Ltd.

Technology
217
+ 2.94%
$154.95 - $184.96 $33.6K - $40.1K
7.61K $1.32M
FNB
Fnb Corp

Financial Services
1.76K
+ 2.98%
$13.41 - $15.55 $23.6K - $27.3K
60.7K $856K
OLP
One Liberty Properties Inc

Real Estate
411
+ 4.33%
$22.99 - $28.53 $9.45K - $11.7K
9.89K $272K
GGB
Gerdau S.A.

Basic Materials
8.17K
+ 7.94%
$3.02 - $3.5 $24.7K - $28.6K
111K $388K
MTN
Vail Resorts Inc

Consumer Cyclical
354
+ 16.33%
$167.58 - $188.32 $59.3K - $66.7K
2.52K $439K
ROK
Rockwell Automation, Inc

Industrials
807
+ 3.21%
$248.27 - $294.37 $200K - $238K
25.9K $6.96M
SEIC
Sei Investments CO

Financial Services
182
+ 2.3%
$63.1 - $69.83 $11.5K - $12.7K
8.09K $559K
WCN
Waste Connections, Inc.

Industrials
159
+ 2.7%
$173.92 - $186.5 $27.7K - $29.7K
6.05K $1.08M
BTO
John Hancock Financial Opportunities Fund

Financial Services
226
+ 2.96%
$27.89 - $33.45 $6.3K - $7.56K
7.86K $260K
SWIM
Latham Group, Inc.

Industrials
1.42K
+ 14.15%
$2.63 - $6.8 $3.72K - $9.62K
11.4K $77K
H
Hyatt Hotels Corp

Consumer Cyclical
300
+ 7.07%
$130.36 - $162.22 $39.1K - $48.7K
4.54K $691K
EQAL
Invesco ETF

ETFs
35
+ 0.31%
$44.26 - $48.66 $1.55K - $1.7K
11.5K $559K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
2.35K
+ 22.76%
$24.59 - $27.83 $57.8K - $65.4K
12.7K $328K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
287
+ 2.59%
$25.27 - $30.5 $7.25K - $8.75K
11.4K $336K
FLS
Flowserve Corp

Industrials
444
+ 6.9%
$44.46 - $52.53 $19.7K - $23.3K
6.88K $355K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
714
+ 3.11%
N/A
23.7K $1.54M
AL
Air Lease Corp

Industrials
1.46K
+ 16.48%
$40.73 - $49.94 $59.6K - $73.1K
10.3K $468K
ICVT
Ishares Tr Convertible Bond Et

ETFs
363
+ 12.26%
$77.24 - $83.67 $28K - $30.4K
3.33K $278K
AVA
Avista Corp

Utilities
8
+ 0.07%
$33.57 - $39.64 $269 - $317
10.8K $418K
HCC
Warrior Met Coal, Inc.

Basic Materials
338
+ 1.66%
$51.68 - $73.37 $17.5K - $24.8K
20.7K $1.32M
STKL
Sun Opta Inc.

Consumer Defensive
2.62K
+ 9.31%
$5.01 - $6.83 $13.1K - $17.9K
30.7K $196K
BTG
B2 Gold Corp

Basic Materials
4.81K
+ 6.21%
$2.47 - $3.36 $11.9K - $16.2K
82.3K $254K
AAT
American Assets Trust, Inc.

Real Estate
33
+ 0.32%
$21.79 - $27.37 $719 - $903
10.3K $274K
NDLS
Noodles & CO

Consumer Cyclical
60K
+ 83.18%
$1.1 - $1.83 $66K - $110K
132K $158K
ARLP
Alliance Resource Partners LP

Energy
161
+ 0.22%
$22.57 - $25.89 $3.63K - $4.17K
72.3K $1.81M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
218
+ 1.21%
$26.43 - $29.86 $5.76K - $6.51K
18.3K $539K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
217
+ 14.17%
$130.03 - $143.03 $28.2K - $31K
1.75K $249K
ARCB
Arcbest Corp

Industrials
349
+ 7.61%
$98.5 - $126.05 $34.4K - $44K
4.93K $534K
RZV
Invesco Fd Tr

ETFs
10
+ 0.24%
$96.8 - $112.42 $968 - $1.12K
4.25K $464K
DELL
Dell Technologies Inc.

Technology
14.2K
+ 16.78%
$87.89 - $145.97 $1.25M - $2.08M
99K $11.7M
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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