Creative Planning Sells in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LBRDK
Liberty Broadband Corp

Communication Services
-220
- 4.56%
$52.66 - $78.14 $11.6K - $17.2K
4.61K $356K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-264
- 1.52%
$71.9 - $79.86 $19K - $21.1K
17.1K $1.36M
DVA
Davita Inc.

Healthcare
-697
- 8.4%
$133.98 - $165.19 $93.4K - $115K
7.6K $1.25M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-255
- 1.34%
$82.52 - $90.76 $21K - $23.1K
18.8K $1.71M
CADE
Cadence Bank

Financial Services
-476
- 1.48%
$27.64 - $33.58 $13.2K - $16K
31.7K $1.01M
AVLV
American Centy ETF Tr Avantis
-3.05K
- 3.03%
$60.05 - $65.83 $183K - $201K
97.5K $6.42M
WINA
Winmark Corp

Consumer Cyclical
-3
- 0.09%
$345.18 - $423.0 $1.04K - $1.27K
3.35K $1.28M
FVD
First Tr Value Line Divid Inde

ETFs
-631
- 2.3%
$40.45 - $45.49 $25.5K - $28.7K
26.8K $1.22M
FTV
Fortive Corp

Technology
-566
- 1.84%
$67.01 - $79.2 $37.9K - $44.8K
30.2K $2.38M
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.96K
- 8.4%
$69.38 - $85.8 $136K - $168K
21.4K $1.83M
MIDD
Middleby Corp

Industrials
-143
- 1.86%
$119.13 - $144.82 $17K - $20.7K
7.56K $1.05M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-438
- 1.73%
$31.83 - $39.53 $13.9K - $17.3K
24.8K $957K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-41
- 0.37%
$102.34 - $114.52 $4.2K - $4.7K
10.9K $1.25M
FBNC
First Bancorp

Financial Services
-75
- 0.64%
$31.65 - $44.54 $2.37K - $3.34K
11.7K $487K
TEF
Telefonica S A

Communication Services
-254
- 0.15%
$4.18 - $4.9 $1.06K - $1.24K
173K $840K
IYW
Ishares Dj Us Tech ETF

ETFs
-128
- 0.11%
$133.16 - $158.73 $17K - $20.3K
117K $17.7M
AMG
Affiliated Managers Group, Inc.

Financial Services
-146
- 2.25%
$154.72 - $185.62 $22.6K - $27.1K
6.34K $1.13M
PFS
Provident Financial Services Inc

Financial Services
-9.16K
- 13.43%
$14.22 - $19.44 $130K - $178K
59K $1.1M
PRK
Park National Corp

Financial Services
-21
- 0.43%
$140.68 - $188.56 $2.95K - $3.96K
4.84K $811K
FDN
First Tr Fd Dow Jones

ETFs
-83
- 0.42%
$183.68 - $212.48 $15.2K - $17.6K
19.9K $4.22M
SF
Stifel Financial Corp

Financial Services
-239
- 1.6%
$78.91 - $93.87 $18.9K - $22.4K
14.7K $1.38M
IQDF
Flexshares International Quali

ETFs
-5.36K
- 2.9%
$23.76 - $26.57 $127K - $142K
180K $4.72M
UNIT
Uniti Group Inc.

Real Estate
-28
- 0.06%
$2.74 - $5.84 $76.7 - $164
48.7K $274K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-628
- 1.9%
$175.46 - $203.3 $110K - $128K
32.4K $6.57M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-2.68K
- 4.61%
$57.83 - $67.29 $155K - $180K
55.4K $3.69M
INTF
Ishares Tr

ETFs
-859
- 1.16%
$28.08 - $31.79 $24.1K - $27.3K
73.4K $2.31M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.81K
- 7.41%
$139.03 - $157.34 $251K - $284K
22.6K $3.55M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-862
- 6.38%
$162.45 - $195.17 $140K - $168K
12.6K $2.41M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-158
- 0.24%
$24.06 - $26.97 $3.8K - $4.26K
65.4K $1.75M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-405
- 9.87%
$370.41 - $491.09 $150K - $199K
3.7K $1.72M
EEMV
Ishares Msci Emerging Markets

ETFs
-21
- 0.08%
$56.77 - $63.31 $1.19K - $1.33K
26.1K $1.64M
SAIC
Science Applications International Corp

Technology
-2.94K
- 11.53%
$113.4 - $139.27 $333K - $409K
22.6K $3.14M
KXI
Ishares Tr Global Consumer Sta

ETFs
-3.46K
- 5.21%
$59.84 - $66.17 $207K - $229K
62.9K $4.14M
PODD
Insulet Corp

Healthcare
-322
- 4.33%
$180.69 - $239.01 $58.2K - $77K
7.11K $1.65M
NFG
National Fuel Gas CO

Energy
-777
- 2.43%
$54.14 - $61.22 $42.1K - $47.6K
31.1K $1.89M
IGRO
Ishares Tr International Divid

ETFs
-47
- 0.2%
$66.7 - $75.25 $3.13K - $3.54K
23.2K $1.73M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-387
- 4.41%
$89.87 - $124.16 $34.8K - $48K
8.38K $1.04M
AVDE
American Centy ETF Tr Avantis

ETFs
-59.6K
- 6.82%
$60.09 - $67.67 $3.58M - $4.04M
814K $54.6M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.29K
- 2.38%
$28.08 - $32.61 $64.2K - $74.5K
93.6K $2.96M
QCRH
Qcr Holdings Inc

Financial Services
-39
- 0.31%
$57.76 - $77.97 $2.25K - $3.04K
12.6K $936K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.56K
- 1.9%
$39.43 - $44.82 $61.4K - $69.7K
80.2K $3.6M
ALK
Alaska Air Group, Inc.

Industrials
-1.53K
- 2.98%
$32.92 - $45.21 $50.5K - $69.3K
50K $2.26M
JKHY
Henry Jack & Associates Inc

Technology
-151
- 0.76%
$160.87 - $177.06 $24.3K - $26.7K
19.6K $3.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.69K
- 1.66%
$52.1 - $59.66 $88K - $101K
100K $5.93M
LUV
Southwest Airlines CO

Industrials
-2.82K
- 1.06%
$23.7 - $29.93 $66.9K - $84.5K
262K $7.77M
SOFI
So Fi Technologies, Inc.

Financial Services
-318
- 0.21%
$6.32 - $8.19 $2.01K - $2.6K
152K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.49K
- 2.24%
$31.18 - $33.5 $140K - $150K
196K $6.5M
RH
Rh

Consumer Cyclical
-62
- 2.56%
$237.89 - $348.93 $14.7K - $21.6K
2.36K $791K
ICLN
Ishares

ETFs
-4.06K
- 2.15%
$13.26 - $14.77 $53.9K - $60K
185K $2.72M
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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