Creative Planning Sells in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BILI
Bilibili Inc.

Communication Services
-195
- 0.76%
$12.96 - $23.38 $2.53K - $4.56K
25.6K $599K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-212
- 2.18%
$97.96 - $124.99 $20.8K - $26.5K
9.53K $1.19M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.29K
- 2.56%
$32.1 - $38.93 $41.2K - $50K
48.9K $1.85M
IYR
Ishares Tr

ETFs
-2
- 0.01%
$86.93 - $103.61 $174 - $207
14.4K $1.47M
GLDM
World Gold Trust

ETFs
-890
- 2.12%
$46.2 - $53.01 $41.1K - $47.2K
41.1K $2.15M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-3.91K
- 4.43%
$63.5 - $69.79 $248K - $273K
84.4K $5.89M
FDBC
Fidelity D & D Bancorp Inc

Financial Services
-2
- -0.0%
$41.55 - $55.98 $83.1 - $112
40.8K $2.01M
LPX
Louisiana Pacific Corp

Industrials
-32
- 0.35%
$80.06 - $107.45 $2.56K - $3.44K
9.13K $981K
EXEL
Exelixis, Inc.

Healthcare
-766
- 1.07%
$21.96 - $27.6 $16.8K - $21.1K
70.9K $1.84M
HROW
Harrow Health, Inc.

Healthcare
-10.7K
- 36.23%
$20.85 - $46.47 $223K - $496K
18.8K $845K
ITT
Itt Inc.

Industrials
-331
- 2.36%
$125.05 - $150.55 $41.4K - $49.8K
13.7K $2.05M
FBMS
First Bancshares Inc

Financial Services
-10.1K
- 10.98%
$24.66 - $34.26 $248K - $345K
81.5K $2.62M
AIZ
Assurant, Inc.

Financial Services
-42
- 0.55%
$161.28 - $199.95 $6.77K - $8.4K
7.63K $1.52M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.45K
- 5.5%
$48.08 - $62.04 $69.7K - $89.9K
24.9K $1.54M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.62K
- 2.78%
$39.95 - $45.86 $64.9K - $74.5K
56.7K $2.59M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-440
- 0.67%
$31.95 - $38.02 $14.1K - $16.7K
65.3K $2.44M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.44K
- 2.7%
$85.03 - $94.56 $123K - $136K
51.9K $4.83M
XLB
Select Sector Spdr Fd Material

ETFs
-240
- 0.7%
$86.95 - $97.09 $20.9K - $23.3K
34K $3.28M
STX
Seagate Technology Holdings PLC

Technology
-224
- 0.47%
$92.1 - $110.76 $20.6K - $24.8K
47.5K $5.2M
BDX
Becton Dickinson & CO

Healthcare
-318
- 0.67%
$221.47 - $242.41 $70.4K - $77.1K
47.4K $11.4M
CMA
Comerica Inc

Financial Services
-2.61K
- 5.34%
$49.93 - $61.49 $130K - $160K
46.2K $2.77M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-692
- 0.77%
$36.99 - $40.84 $25.6K - $28.3K
89.7K $3.66M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-425
- 0.5%
$73.78 - $81.92 $31.4K - $34.8K
85.1K $6.97M
FNDC
Schwab Fundamental Intl Small

ETFs
-7.93K
- 4.52%
$33.85 - $38.5 $268K - $305K
168K $6.4M
CFB
Crossfirst Bankshares, Inc.

Financial Services
-24.1K
- 9.12%
$13.95 - $18.68 $336K - $450K
240K $4.01M
UPST
Upstart Holdings, Inc.

Financial Services
-3.03K
- 11.58%
$22.9 - $44.11 $69.4K - $134K
23.1K $925K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-12.2K
- 2.57%
$92.63 - $105.69 $1.13M - $1.29M
461K $48M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-736
- 0.62%
$55.27 - $60.6 $40.7K - $44.6K
118K $7.17M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-124
- 0.37%
$97.19 - $109.09 $12.1K - $13.5K
33K $3.57M
IWV
Ishares Russell 3000 ETF

ETFs
-977
- 2.74%
$294.75 - $326.73 $288K - $319K
34.7K $11.3M
IWC
Russell Micro Cap ETF

ETFs
-1.99K
- 3.25%
$112.21 - $129.46 $223K - $258K
59.3K $7.32M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-17.6K
- 4.53%
$30.27 - $34.42 $533K - $606K
371K $12.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.38K
- 1.66%
$63.28 - $70.06 $150K - $166K
141K $9.86M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.66K
- 2.12%
$70.04 - $77.47 $116K - $128K
76.3K $5.91M
PHYS
Sprott Physical Gold Trust

Financial Services
-2.69K
- 1.43%
$18.12 - $20.72 $48.8K - $55.8K
185K $3.78M
IBB
Ishares Biotechnology ETF

ETFs
-1.25K
- 1.83%
$135.09 - $149.47 $168K - $186K
66.7K $9.71M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-6.54K
- 3.29%
$55.51 - $61.51 $363K - $402K
192K $11.7M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-423
- 1.54%
$63.18 - $82.13 $26.7K - $34.7K
27K $2.21M
FMBH
First Mid Bancshares, Inc.

Financial Services
-5.88K
- 5.53%
$31.82 - $40.6 $187K - $239K
101K $3.91M
BHP
Bhp Group LTD

Basic Materials
-5.45K
- 3.56%
$51.32 - $62.11 $279K - $338K
147K $9.16M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-15.7K
- 5.81%
$73.43 - $80.37 $1.15M - $1.26M
255K $20.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-45
- 0.03%
$37.33 - $40.63 $1.68K - $1.83K
176K $7.14M
RF
Regions Financial Corp

Financial Services
-7.76K
- 3.9%
$19.51 - $23.42 $151K - $182K
191K $4.46M
USRT
Ishares Core U.S. Reit ETF

ETFs
-5.06K
- 5.16%
$53.07 - $62.66 $269K - $317K
93K $5.73M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.41K
- 4.58%
$240.48 - $267.94 $1.06M - $1.18M
91.9K $24.6M
REET
Ishares Global Reit ETF

ETFs
-18.1K
- 6.34%
$23.07 - $27.17 $418K - $493K
268K $7.15M
CVNA
Carvana Co.

Consumer Cyclical
-1.03K
- 6.71%
$122.32 - $175.15 $126K - $180K
14.3K $2.48M
ITA
Ishares Tr

ETFs
-363
- 1.11%
$131.58 - $149.64 $47.8K - $54.3K
32.5K $4.86M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-5.39K
- 1.47%
$33.68 - $39.31 $181K - $212K
361K $14.2M
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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