Creative Planning Sells in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-5.97K
- 10.63%
$92.67 - $99.14 $554K - $592K
50.2K $4.93M
SCL
Stepan CO

Basic Materials
-3.49K
- 37.3%
$70.64 - $93.07 $246K - $324K
5.86K $452K
PARA
Paramount Global

Communication Services
-34.9K
- 20.18%
$9.98 - $11.95 $348K - $417K
138K $1.47M
KRE
Spdr S&P Regional Banking ETF

ETFs
-8.52K
- 40.02%
$47.94 - $59.23 $408K - $504K
12.8K $722K
RC
Ready Capital Corp

Real Estate
-16.8K
- 4.8%
$7.63 - $9.43 $128K - $159K
333K $2.54M
XCEM
Columbia ETF Tr Ii

ETFs
-12.4K
- 10.88%
$30.17 - $33.79 $374K - $419K
102K $3.32M
M
Macy'S, Inc.

Consumer Cyclical
-5.39K
- 8.6%
$14.31 - $19.64 $77.2K - $106K
57.3K $899K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-260
- 3.28%
$124.33 - $156.75 $32.3K - $40.8K
7.68K $958K
CE
Celanese Corp

Basic Materials
-2.41K
- 8.17%
$119.16 - $147.51 $287K - $355K
27K $3.68M
APPF
Appfolio Inc

Technology
-1.15K
- 53.73%
$204.33 - $270.02 $235K - $311K
991 $233K
AVDX
Avid Xchange Holdings, Inc.

Technology
-16.3K
- 42.31%
$7.44 - $12.86 $122K - $210K
22.3K $180K
YUM
Yum Brands Inc

Consumer Cyclical
-6.92K
- 7.31%
$125.95 - $139.96 $871K - $968K
87.7K $12.2M
AMKR
Amkor Technology, Inc.

Technology
-206
- 0.71%
$28.09 - $44.68 $5.79K - $9.2K
28.9K $883K
LKQ
Lkq Corp

Consumer Cyclical
-6.1K
- 31.82%
$38.47 - $46.03 $235K - $281K
13.1K $521K
VEEV
Veeva Systems Inc

Healthcare
-6.11K
- 16.26%
$180.43 - $223.9 $1.1M - $1.37M
31.5K $6.61M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-6.01K
- 32.95%
$47.95 - $49.61 $288K - $298K
12.2K $604K
CTRA
Coterra Energy Inc.

Energy
-4.11K
- 6.59%
$22.62 - $27.37 $92.9K - $112K
58.2K $1.4M
TME
Tencent Music Entertainment Group

Communication Services
-8.82K
- 10.82%
$9.46 - $15.28 $83.4K - $135K
72.7K $877K
AGL
Agilon Health, Inc.

Healthcare
-22.6K
- 33.89%
$3.21 - $7.52 $72.7K - $170K
44.2K $173K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-10.2K
- 34.14%
$25.97 - $26.11 $264K - $265K
19.6K $511K
BLD
Top Build Corp

Industrials
-1.14K
- 12.03%
$360.4 - $479.09 $412K - $548K
8.36K $3.4M
RTO
Rentokil Initial PLC

Industrials
-1.6K
- 3.49%
$24.2 - $32.96 $38.8K - $52.9K
44.3K $1.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.72K
- 7.58%
$92.56 - $99.46 $252K - $270K
33.1K $3.18M
GBX
Greenbrier Companies Inc

Industrials
-5.71K
- 20.06%
$43.5 - $51.36 $248K - $293K
22.8K $1.16M
HIMX
Himax Technologies, Inc.

Technology
-22.9K
- 44.29%
$5.3 - $8.35 $121K - $191K
28.8K $158K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-13.5K
- 4.11%
$51.02 - $52.74 $691K - $714K
316K $16.6M
NMR
Nomura Holdings Inc

Financial Services
-1.82K
- 0.43%
$4.92 - $6.31 $8.94K - $11.5K
416K $2.17M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-2.87K
- 10.14%
$19.36 - $29.54 $55.5K - $84.7K
25.4K $491K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-5.31K
- 26.1%
$37.19 - $44.15 $197K - $234K
15K $610K
DUOL
Duolingo, Inc.

Technology
-1.87K
- 47.43%
$158.85 - $287.54 $296K - $536K
2.07K $582K
ENVX
Enovix Corp

Industrials
-3.72K
- 11.25%
$7.61 - $18.31 $28.3K - $68.2K
29.4K $274K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-10.8K
- 9.27%
$23.13 - $23.43 $250K - $253K
106K $2.48M
VRTS
Virtus Investment Partners, Inc.

Financial Services
-851
- 28.7%
$192.39 - $245.79 $164K - $209K
2.11K $442K
ITM
Vaneck Intermediate Muni ETF

ETFs
-5.23K
- 28.28%
$45.67 - $47.0 $239K - $246K
13.3K $622K
IXC
Ishares Tr Global Energy ETF

ETFs
-5.03K
- 30.07%
$38.94 - $42.35 $196K - $213K
11.7K $473K
CLSK
Cleanspark, Inc.

Technology
-6.21K
- 25.9%
$8.09 - $19.79 $50.3K - $123K
17.8K $165K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.84K
- 6.39%
$104.47 - $116.17 $192K - $213K
26.9K $2.9M
RIOT
Riot Blockchain, Inc.

Technology
-15K
- 24.9%
$6.38 - $12.7 $95.7K - $191K
45.2K $335K
CCL
Carnival Corp

Consumer Cyclical
-5.01K
- 0.98%
$14.01 - $19.18 $70.1K - $96K
505K $9.34M
ALLY
Ally Financial Inc.

Financial Services
-321
- 0.65%
$32.67 - $45.01 $10.5K - $14.4K
49.1K $1.75M
TV
Grupo Televisa, S.A.B.

Communication Services
-75K
- 77.25%
$1.77 - $2.72 $133K - $204K
22.1K $56K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.88K
- 14.11%
$138.06 - $172.74 $397K - $497K
17.5K $2.88M
LSCC
Lattice Semiconductor Corp

Technology
-2.66K
- 19.3%
$41.64 - $62.95 $111K - $167K
11.1K $590K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.3K
- 9.74%
$44.65 - $47.21 $326K - $345K
67.7K $3.17M
IOSP
Innospec Inc.

Basic Materials
-1.36K
- 28.45%
$104.8 - $131.4 $142K - $178K
3.41K $384K
AQN
Algonquin Power & Utilities Corp.

Utilities
-30.1K
- 32.19%
$5.11 - $6.29 $154K - $189K
63.4K $345K
ALGM
Allegro Microsystems, Inc.

Technology
-4.92K
- 28.34%
$20.48 - $33.15 $101K - $163K
12.4K $289K
ALGT
Allegiant Travel CO

Industrials
-4.46K
- 45.13%
$36.36 - $56.07 $162K - $250K
5.42K $298K
JACK
Jack In The Box Inc

Consumer Cyclical
-3.4K
- 39.68%
$41.98 - $60.07 $143K - $204K
5.17K $240K
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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