Creative Planning Sells in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WERN
Werner Enterprises Inc

Industrials
-7.32K
- 22.93%
$34.21 - $40.44 $250K - $296K
24.6K $948K
IBMO
Ishares Tr Ibonds December 202

ETFs
-7.81K
- 36.78%
$25.26 - $25.66 $197K - $200K
13.4K $344K
PVH
Pvh Corp.

Consumer Cyclical
-1.58K
- 25.63%
$92.46 - $108.88 $146K - $172K
4.59K $462K
SHEN
Shenandoah Telecommunications CO

Communication Services
-2.47K
- 3.54%
$13.77 - $21.29 $34.1K - $52.7K
67.4K $950K
IBCP
Independent Bank Corp

Financial Services
-13.9K
- 32.12%
$25.51 - $35.28 $354K - $489K
29.3K $977K
TTC
Toro CO

Industrials
-1.19K
- 9.48%
$81.82 - $99.44 $97.1K - $118K
11.3K $982K
DXC
Dxc Technology CO

Technology
-11.4K
- 37.96%
$17.93 - $21.46 $204K - $244K
18.6K $385K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-11.7K
- 28.34%
$21.72 - $25.05 $255K - $294K
29.7K $727K
CNI
Canadian National Railway CO

Industrials
-1.06K
- 1.74%
$110.1 - $123.65 $116K - $131K
59.8K $7M
URBN
Urban Outfitters Inc

Consumer Cyclical
-3.14K
- 13.77%
$34.35 - $48.06 $108K - $151K
19.6K $752K
FEX
First Tr Large Cap Core Alphde

ETFs
-2.23K
- 30.23%
$94.21 - $104.17 $210K - $232K
5.15K $535K
IMOS
Chipmos Technologies Inc

Technology
-4K
- 12.99%
$21.65 - $26.83 $86.6K - $107K
26.8K $625K
BYND
Beyond Meat, Inc.

Consumer Defensive
-26.7K
- 67.74%
$5.24 - $7.49 $140K - $200K
12.7K $86K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.48K
- 34.52%
$42.87 - $45.76 $192K - $205K
8.5K $384K
PAA
Plains All American Pipeline LP

Energy
-7.98K
- 11.01%
$17.0 - $19.03 $136K - $152K
64.5K $1.12M
SAND
Sandstorm Gold LTD

Basic Materials
-33.8K
- 64.01%
$5.04 - $6.32 $170K - $213K
19K $113K
MNDY
Monday.Com Ltd.

Technology
-928
- 39.54%
$202.41 - $281.64 $188K - $261K
1.42K $394K
NYF
Ishares New York Muni Bond ETF

ETFs
-3.55K
- 13.59%
$53.13 - $54.36 $189K - $193K
22.6K $1.23M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-1.51K
- 9.06%
$26.71 - $39.42 $40.3K - $59.5K
15.1K $483K
GH
Guardant Health, Inc.

Healthcare
-1.92K
- 9.36%
$22.3 - $36.29 $42.8K - $69.7K
18.6K $426K
NMFC
New Mountain Finance Corp

Financial Services
-13.2K
- 49.71%
$11.84 - $12.5 $156K - $164K
13.3K $159K
HFRO
Highland Income Fund\Ma

Financial Services
-25.1K
- 32.59%
$5.8 - $6.44 $145K - $161K
51.8K $317K
ARDX
Ardelyx, Inc.

Healthcare
-20.7K
- 51.15%
$5.28 - $7.57 $109K - $157K
19.7K $136K
NOV
Nov Inc.

Energy
-3.72K
- 11.01%
$15.85 - $20.82 $59K - $77.5K
30.1K $480K
GLW
Corning Inc

Technology
-38.1K
- 15.41%
$37.76 - $46.2 $1.44M - $1.76M
209K $9.45M
JPIE
J P Morgan Exchange Traded Fd
-3.78K
- 26.61%
$45.17 - $46.39 $171K - $175K
10.4K $483K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-3.42K
- 17.45%
$67.99 - $80.84 $233K - $277K
16.2K $1.18M
THRM
Gentherm Inc

Consumer Cyclical
-2.93K
- 33.53%
$44.8 - $55.18 $131K - $162K
5.8K $270K
SAIA
Saia Inc

Industrials
-144
- 5.54%
$367.6 - $509.42 $52.9K - $73.4K
2.46K $1.07M
NCR
Ncr Corp

Technology
-10K
- 17.63%
N/A
46.9K $739K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.64K
- 18.76%
$47.01 - $48.2 $171K - $176K
15.8K $759K
ZUO
Zuora Inc

Technology
-13.9K
- 51.24%
$8.34 - $9.73 $116K - $135K
13.2K $114K
XLP
Consumer Staples Sector Spdr

ETFs
-946
- 0.62%
$76.04 - $76.04 $71.9K - $71.9K
152K $11.6M
CRSP
Crispr Therapeutics Ag

Healthcare
-1.08K
- 7.32%
$44.62 - $62.75 $48.1K - $67.7K
13.7K $642K
USO
United States Oil Fund, LP

ETFs
-545
- 4.6%
$66.96 - $81.54 $36.5K - $44.4K
11.3K $789K
ELY
Callaway Golf CO

Consumer Cyclical
-7.95K
- 35.79%
N/A
14.3K $267K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.27K
- 33.2%
$49.77 - $51.95 $162K - $170K
6.57K $340K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-8.46K
- 23.43%
$19.2 - $19.82 $162K - $168K
27.7K $545K
AVY
Avery Dennison Corp

Industrials
-789
- 6.21%
$202.27 - $224.18 $160K - $177K
11.9K $2.63M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-4.91K
- 4.35%
$15.5 - $16.99 $76.2K - $83.5K
108K $1.79M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-191
- 1.14%
$194.69 - $239.18 $37.2K - $45.7K
16.6K $3.46M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.82K
- 15.18%
$21.05 - $21.17 $143K - $144K
38.1K $804K
STN
Stantec Inc

Industrials
-1.34K
- 12.56%
$76.91 - $87.99 $103K - $117K
9.29K $747K
SXC
Sun Coke Energy, Inc.

Basic Materials
-8.93K
- 15.96%
$7.71 - $11.7 $68.8K - $104K
47K $407K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.46K
- 14.38%
$28.75 - $29.46 $157K - $161K
32.5K $956K
SFL
Sfl Corp Ltd.

Industrials
-426
- 0.73%
$10.77 - $14.04 $4.59K - $5.98K
57.7K $667K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-7.9K
- 12.37%
$30.74 - $34.07 $243K - $269K
55.9K $1.91M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.45K
- 17.51%
$49.82 - $52.8 $172K - $182K
16.3K $854K
BEN
Franklin Resources Inc

Financial Services
-4.52K
- 22.77%
$19.13 - $23.97 $86.4K - $108K
15.3K $308K
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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