Creative Planning Sells in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-416
- 3.49%
$29.62 - $34.42 $12.3K - $14.3K
11.5K $385K
OLN
Olin Corp

Basic Materials
-452
- 3.39%
$40.38 - $50.21 $18.3K - $22.7K
12.9K $617K
TTI
Tetra Technologies Inc

Energy
-143
- 0.53%
$2.76 - $3.78 $395 - $541
27.1K $83K
FELE
Franklin Electric CO Inc

Industrials
-1.09K
- 8.93%
$93.65 - $106.62 $102K - $116K
11.1K $1.16M
KWR
Quaker Chemical Corp

Basic Materials
-39
- 1.64%
$157.95 - $192.14 $6.16K - $7.49K
2.34K $394K
AVES
American Centy ETF Tr Avantis

ETFs
-3.83K
- 6.85%
$46.0 - $52.55 $176K - $201K
52.1K $2.72M
RE
Everest Re Group LTD

Financial Services
-26
- 1.03%
N/A
2.51K $930K
BIGZ
Black Rock Innovation & Growth Trust
-1.92K
- 11.65%
$6.75 - $7.61 $13K - $14.6K
14.6K $110K
AQMS
Aqua Metals, Inc.

Industrials
-250
- 0.35%
$0.19 - $0.4 $47.5 - $100
70.8K $13K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-396
- 7.91%
$52.27 - $60.45 $20.7K - $23.9K
4.61K $273K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-363
- 10.33%
$54.2 - $65.22 $19.7K - $23.7K
3.15K $200K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-790
- 7.36%
$31.4 - $40.35 $24.8K - $31.9K
9.94K $372K
MIR
Mirion Technologies, Inc.

Industrials
-1.08K
- 9.13%
$9.45 - $11.78 $10.2K - $12.7K
10.8K $119K
MASI
Masimo Corp

Healthcare
-916
- 5.87%
$104.79 - $133.77 $96K - $123K
14.7K $1.96M
URA
Global X Uranium ETF

ETFs
-6
- 0.03%
$23.18 - $31.26 $139 - $188
19K $542K
ATAI
Atai Life Sciences N.V.

Healthcare
-845
- 2.95%
$1.16 - $1.64 $980 - $1.39K
27.8K $32K
FUBO
Fubo Tv Inc.

Communication Services
-23.7K
- 15.18%
$1.16 - $2.07 $27.5K - $49.1K
132K $187K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.12K
- 10.29%
$22.89 - $27.41 $25.6K - $30.6K
9.74K $249K
GSAT
Globalstar, Inc.

Communication Services
-6.8K
- 29.55%
$1.07 - $1.48 $7.28K - $10.1K
16.2K $20K
BCLI
Brainstorm Cell Therapeutics Inc.

Healthcare
-7.08K
- 33.83%
$0.22 - $0.42 $1.56K - $2.97K
13.8K $3K
VTC
Vanguard Scottsdale Fds Total

ETFs
-367
- 5.18%
$75.09 - $79.73 $27.6K - $29.3K
6.72K $532K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-530
- 4.96%
$27.8 - $29.26 $14.7K - $15.5K
10.2K $295K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-461
- 5.66%
$38.04 - $44.16 $17.5K - $20.4K
7.68K $332K
RYN
Rayonier Inc

Real Estate
-1.2K
- 10.73%
$27.69 - $32.25 $33.2K - $38.7K
9.98K $321K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1.01K
- 11.43%
$34.35 - $39.16 $34.6K - $39.4K
7.8K $299K
ORGO
Organogenesis Holdings Inc.

Healthcare
-1.37K
- 6.25%
$2.42 - $3.24 $3.31K - $4.43K
20.5K $58K
MORN
Morningstar, Inc.

Financial Services
-221
- 7.53%
$295.85 - $326.31 $65.4K - $72.1K
2.71K $865K
RUM
Rumble Inc.

Technology
-110
- 1.06%
$5.05 - $7.17 $556 - $789
10.2K $54K
COLM
Columbia Sportswear CO

Consumer Cyclical
-484
- 5.27%
$76.16 - $83.74 $36.9K - $40.5K
8.7K $723K
TZOO
Travelzoo

Communication Services
-100
- 0.5%
$7.49 - $7.49 $749 - $749
20K $149K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-668
- 6.88%
$26.69 - $29.87 $17.8K - $20K
9.04K $262K
NEWP
New Pacific Metals Corp

Basic Materials
-1.1K
- 4.07%
$1.21 - $1.79 $1.33K - $1.97K
25.9K $38K
NEOG
Neogen Corp

Healthcare
-3.63K
- 7.28%
$14.73 - $17.71 $53.5K - $64.3K
46.2K $777K
BIAF
Bio Affinity Technologies, Inc.

Healthcare
-500
- 3.97%
$1.32 - $2.82 $660 - $1.41K
12.1K $25K
ABC
Amerisourcebergen Corp

Healthcare
-9
- 0.03%
N/A
29.3K $5.43M
HTLF
Heartland Financial Usa Inc

Financial Services
-7.66K
- 21.63%
$43.37 - $58.97 $332K - $451K
27.7K $1.57M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
-1.5K
- 11.94%
$4.1 - $4.71 $6.15K - $7.07K
11.1K $52K
ME
23and Me Holding Co.

Healthcare
-308
- 0.88%
$0.29 - $0.51 $89.3 - $157
34.8K $12K
SCHO
Schwab Short Term Us Treasury

ETFs
-4.35K
- 1.75%
$47.93 - $49.06 $209K - $214K
244K $12M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-435
- 2.34%
$13.41 - $14.43 $5.83K - $6.28K
18.1K $261K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-330
- 2.6%
$1.19 - $1.72 $393 - $568
12.4K $18K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-2
- 0.02%
$33.49 - $43.24 $67 - $86.5
11.9K $445K
VERU
Veru Inc.

Healthcare
-800
- 5.27%
$0.77 - $1.04 $616 - $832
14.4K $11K
Ea Series Trust
-49
- 0.54%
N/A
8.99K $0
Peakstone Realty Trust
-157
- 0.98%
N/A
15.8K $0
Kenvue Inc
-205K
- 54.08%
N/A
174K $0
BLRX
Bio Line Rx Ltd.

Healthcare
-99
- 0.76%
$0.53 - $0.87 $52.5 - $86.1
13K $7K
Listed Fd Tr
-2.54K
- 16.86%
N/A
12.5K $0
Dimensional ETF Trust
-1.16K
- 4.27%
N/A
26K $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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