Creative Planning Sells in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BJRI
B Js Restaurants Inc

Consumer Cyclical
-106
- 0.91%
$27.81 - $38.02 $2.95K - $4.03K
11.5K $374K
XRAY
Dentsply Sirona Inc.

Healthcare
-2.38K
- 14.38%
$23.63 - $27.54 $56.2K - $65.5K
14.2K $383K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-1K
- 8.61%
$49.94 - $56.3 $49.9K - $56.3K
10.6K $597K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-72
- 0.28%
$23.09 - $25.75 $1.66K - $1.85K
25.9K $624K
ELAN
Elanco Animal Health Inc

Healthcare
-2.73K
- 5.23%
$11.85 - $15.47 $32.4K - $42.2K
49.4K $725K
VVV
Valvoline Inc

Energy
-444
- 7.01%
$38.64 - $47.6 $17.2K - $21.1K
5.89K $246K
TMCI
Treace Medical Concepts, Inc.

Healthcare
-149
- 0.5%
$5.01 - $8.45 $746 - $1.26K
29.8K $172K
COPX
Global X Copper Miners ETF

ETFs
-2.11K
- 6.24%
$38.58 - $48.4 $81.6K - $102K
31.8K $1.5M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-328
- 0.85%
$41.58 - $46.45 $13.6K - $15.2K
38K $1.71M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.18K
- 5.83%
$20.69 - $21.17 $24.3K - $24.9K
19K $398K
KBR
Kbr, Inc.

Industrials
-500
- 6.78%
$60.85 - $69.36 $30.4K - $34.7K
6.87K $447K
AXNX
Axonics, Inc.

Healthcare
-506
- 12.04%
$67.3 - $69.67 $34.1K - $35.3K
3.7K $257K
NAT
Nordic American Tankers LTD

Industrials
-5.85K
- 13.22%
$3.98 - $3.98 $23.3K - $23.3K
38.4K $152K
HYD
Vaneck High Yield Muni ETF

ETFs
-987
- 4.69%
$51.46 - $53.07 $50.8K - $52.4K
20K $1.06M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-939
- 8.01%
$18.29 - $20.25 $17.2K - $19K
10.8K $212K
ROBO
Robo Global Robotics And Autom

ETFs
-851
- 6.29%
$50.56 - $58.65 $43K - $49.9K
12.7K $723K
SSP
E.W. Scripps CO

Communication Services
-221
- 0.93%
$1.73 - $3.87 $382 - $855
23.5K $52K
ATEN
A10 Networks, Inc.

Technology
-2.02K
- 16.1%
$12.36 - $14.44 $24.9K - $29.1K
10.5K $151K
GME
Game Stop Corp.

Consumer Cyclical
-177
- 1.81%
$19.5 - $28.54 $3.45K - $5.05K
9.63K $220K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-2.46K
- 10.14%
$6.05 - $7.89 $14.9K - $19.4K
21.8K $156K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.68K
- 6.28%
$25.19 - $26.39 $42.4K - $44.4K
25.1K $660K
SJT
San Juan Basin Royalty Trust

Energy
-500
- 0.95%
$3.22 - $4.25 $1.61K - $2.13K
52K $192K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-1.06K
- 5.55%
$9.19 - $11.08 $9.7K - $11.7K
17.9K $164K
HUBG
Hub Group, Inc.

Industrials
-776
- 12.68%
$41.27 - $47.13 $32K - $36.6K
5.35K $242K
IYK
Ishares U.S. Consumer Staples

ETFs
-2.03K
- 8.01%
$65.27 - $72.12 $133K - $147K
23.3K $1.65M
UMBF
Umb Financial Corp

Financial Services
-8.33K
- 21.01%
$81.41 - $108.94 $678K - $908K
31.3K $3.29M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-613
- 11.31%
$45.71 - $48.29 $28K - $29.6K
4.81K $230K
ARKO
Arko Corp.

Consumer Cyclical
-9.84K
- 14.95%
$5.44 - $7.23 $53.6K - $71.2K
56K $393K
OPEN
Opendoor Technologies Inc.

Real Estate
-15.4K
- 22.63%
$1.6 - $2.92 $24.6K - $44.9K
52.6K $105K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-677
- 11.8%
$42.41 - $47.94 $28.7K - $32.5K
5.06K $241K
DOW
Dow Inc.

Basic Materials
-4.78K
- 3.09%
$50.15 - $55.41 $240K - $265K
150K $8.19M
PID
Invesco Exchange Traded Fd Tr

ETFs
-487
- 0.42%
$17.85 - $17.85 $8.69K - $8.69K
115K $2.06M
BKD
Brookdale Senior Living Inc.

Healthcare
-2.19K
- 7.06%
$6.5 - $7.99 $14.2K - $17.5K
28.8K $195K
EGY
Vaalco Energy Inc

Energy
-536
- 2.13%
$5.37 - $7.28 $2.88K - $3.9K
24.7K $141K
CION
Cion Investment Corp

Financial Services
-986
- 6.65%
$11.55 - $12.46 $11.4K - $12.3K
13.8K $164K
RLX
Rlx Technology Inc.

Consumer Defensive
-6.82K
- 7.44%
$1.57 - $1.87 $10.7K - $12.7K
84.9K $153K
WING
Wingstop Inc.

Consumer Cyclical
-13
- 0.89%
$352.46 - $427.92 $4.58K - $5.56K
1.45K $603K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-1K
- 12.9%
$29.09 - $32.07 $29.2K - $32.2K
6.78K $215K
CRAI
Cra International, Inc.

Industrials
-161
- 3.87%
$152.32 - $183.71 $24.5K - $29.6K
4K $703K
EMBC
Embecta Corp.

Healthcare
-5.16K
- 14.22%
$11.46 - $16.56 $59.2K - $85.5K
31.1K $439K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-6.63K
- 2.81%
$47.18 - $48.74 $313K - $323K
229K $11.2M
TNC
Tennant CO

Industrials
-78
- 2.65%
$90.62 - $108.78 $7.07K - $8.48K
2.87K $275K
CLOU
Global X Fds Cloud Computing E

ETFs
-1.51K
- 7.88%
$18.22 - $20.61 $27.6K - $31.2K
17.7K $363K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-2.1K
- 15.67%
$2.9 - $4.57 $6.09K - $9.59K
11.3K $41K
WU
Western Union CO

Financial Services
-554
- 2.57%
$11.35 - $12.97 $6.29K - $7.19K
21K $250K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-540
- 3.66%
$305.34 - $350.41 $165K - $189K
14.2K $4.9M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-599
- 4.5%
$19.94 - $22.45 $11.9K - $13.4K
12.7K $273K
PPT
Putnam Premier Income Trust

Financial Services
-6.4K
- 7.63%
$3.55 - $3.73 $22.7K - $23.9K
77.5K $288K
HTLD
Heartland Express Inc

Industrials
-844
- 3.3%
$11.61 - $13.29 $9.8K - $11.2K
24.7K $303K
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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