Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTDR
Frontdoor, Inc.

Consumer Cyclical
3.37K
+ 21.48%
$33.01 - $48.88 $111K - $165K
19.1K $914K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
15.9K
+ 70.52%
N/A
38.4K $924K
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.11K
+ 2.28%
$21.91 - $26.03 $46.2K - $54.9K
94.6K $2.43M
OSCR
Oscar Health, Inc.

Healthcare
13.3K
+ 73.77%
$14.96 - $23.27 $199K - $309K
31.3K $663K
SCI
Service Corp International

Consumer Cyclical
2.39K
+ 9.97%
$69.55 - $80.63 $167K - $193K
26.4K $2.08M
MGA
Magna International Inc

Consumer Cyclical
9.7K
+ 36.98%
$38.03 - $45.82 $369K - $444K
35.9K $1.47M
G
Genpact LTD

Technology
4.98K
+ 19.43%
$30.96 - $39.45 $154K - $196K
30.6K $1.2M
MMI
Marcus & Millichap, Inc.

Real Estate
7.85K
+ 100.22%
$30.23 - $40.7 $237K - $320K
15.7K $621K
AME
Ametek Inc

Industrials
1.49K
+ 6.21%
$152.74 - $176.01 $227K - $262K
25.4K $4.37M
LEG
Leggett & Platt Inc

Consumer Cyclical
8.1K
+ 6.65%
$10.67 - $14.12 $86.4K - $114K
130K $1.77M
DORM
Dorman Products, Inc.

Consumer Cyclical
2.41K
+ 53.63%
$87.27 - $117.5 $211K - $284K
6.91K $781K
MTD
Mettler Toledo International Inc

Healthcare
63
+ 2.34%
$1308.0 - $1521.03 $82.4K - $95.8K
2.76K $4.14M
NFBK
Northfield Bancorp, Inc.

Financial Services
26.4K
+ 89.38%
$9.29 - $12.75 $246K - $337K
56K $649K
WTFC
Wintrust Financial Corp

Financial Services
2.38K
+ 21.66%
$96.43 - $111.89 $229K - $266K
13.3K $1.45M
WFG
West Fraser Timber Co., LTD

Basic Materials
2.9K
+ 69.77%
$74.68 - $97.37 $217K - $282K
7.06K $687K
VNET
Vnet Group, Inc.

Technology
64.9K
+ 124.09%
$1.73 - $4.08 $112K - $265K
117K $477K
KN
Knowles Corp

Technology
14K
+ 9.45%
$16.5 - $19.44 $232K - $273K
163K $2.93M
TDOC
Teladoc Health, Inc.

Healthcare
41.6K
+ 184.71%
$6.79 - $10.09 $282K - $420K
64.1K $588K
CUZ
Cousins Properties Inc

Real Estate
7.79K
+ 36.18%
$22.4 - $30.21 $174K - $235K
29.3K $864K
RDNT
Rad Net, Inc.

Healthcare
4.12K
+ 53.72%
$55.28 - $71.1 $228K - $293K
11.8K $817K
AEYE
Audioeye Inc

Technology
50
+ 0.07%
$18.34 - $27.15 $917 - $1.36K
69.7K $1.59M
AGNC
Agnc Investment Corp.

Real Estate
20K
+ 11.75%
$9.48 - $10.66 $189K - $213K
190K $1.99M
SXT
Sensient Technologies Corp

Basic Materials
3.08K
+ 15.87%
$70.26 - $81.68 $216K - $252K
22.5K $1.8M
AFG
American Financial Group Inc

Financial Services
329
+ 1.2%
$119.65 - $137.03 $39.4K - $45.1K
27.8K $3.74M
DY
Dycom Industries Inc

Industrials
1.06K
+ 19.16%
$165.44 - $197.22 $175K - $208K
6.56K $1.29M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
558
+ 3.0%
$41.77 - $67.84 $23.3K - $37.9K
19.1K $1.22M
CATH
Global X Fds Global X S&P 500

ETFs
3.78K
+ 15.75%
$62.26 - $69.39 $236K - $263K
27.8K $1.93M
BNS
Bank Of Nova Scotia

Financial Services
807
+ 2.26%
$44.71 - $54.78 $36.1K - $44.2K
36.6K $1.99M
IGM
Ishares Expanded Tech Sector E

ETFs
3.36K
+ 16.33%
$84.03 - $98.62 $283K - $332K
23.9K $2.3M
AGI
Alamos Gold Inc

Basic Materials
15.1K
+ 122.24%
$15.54 - $21.04 $235K - $318K
27.5K $547K
VTWO
Vanguard Russell 2000 ETF

ETFs
649
+ 1.62%
$81.17 - $90.77 $52.7K - $58.9K
40.6K $3.63M
HTHT
Huazhu Group LTD

Consumer Cyclical
8.11K
+ 62.57%
$27.56 - $37.69 $224K - $306K
21.1K $783K
SIGI
Selective Insurance Group Inc

Financial Services
3.94K
+ 12.13%
$82.08 - $101.2 $324K - $399K
36.5K $3.4M
PHO
Invesco Exchange Traded Fd Tr

ETFs
294
+ 0.5%
$63.82 - $70.54 $18.8K - $20.7K
58.7K $4.14M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.31K
+ 39.32%
$36.06 - $46.59 $191K - $247K
18.8K $852K
ITRI
Itron, Inc.

Technology
2.28K
+ 17.05%
$94.52 - $108.09 $216K - $247K
15.7K $1.67M
CGDV
Capital Group Divid Value ETF

ETFs
7.62K
+ 36.89%
$32.96 - $36.48 $251K - $278K
28.3K $1.03M
TALO
Talos Energy Inc.

Energy
38.5K
+ 132.31%
$10.05 - $12.06 $387K - $464K
67.6K $699K
FWRD
Forward Air Corp

Industrials
1.13K
+ 6.02%
$18.65 - $37.23 $21.1K - $42K
19.9K $703K
OHI
Omega Healthcare Investors Inc

Real Estate
2.1K
+ 5.19%
$33.55 - $41.29 $70.6K - $86.9K
42.6K $1.73M
ACVA
Acv Auctions Inc.

Consumer Cyclical
15.8K
+ 129.41%
$14.83 - $20.92 $234K - $330K
27.9K $567K
NXST
Nexstar Media Group, Inc.

Communication Services
2.11K
+ 43.76%
$154.25 - $184.79 $325K - $390K
6.93K $1.14M
BCC
Boise Cascade CO

Basic Materials
1.3K
+ 17.85%
$114.59 - $144.69 $149K - $188K
8.6K $1.21M
ALGN
Align Technology Inc

Healthcare
817
+ 7.91%
$204.03 - $257.2 $167K - $210K
11.1K $2.84M
IAC
Iac/Inter Active Corp

Communication Services
5.15K
+ 55.71%
$45.12 - $54.7 $232K - $281K
14.4K $774K
ORAN
Orange

Communication Services
19.5K
+ 24.65%
$10.15 - $12.19 $198K - $238K
98.6K $1.13M
VC
Visteon Corp

Consumer Cyclical
4.16K
+ 87.51%
$88.69 - $115.54 $369K - $481K
8.91K $848K
PARR
Par Pacific Holdings, Inc.

Energy
23.5K
+ 246.2%
$17.29 - $26.55 $406K - $623K
33K $581K
IHDG
Wisdomtree Tr

ETFs
5.12K
+ 0.53%
$42.42 - $46.78 $217K - $240K
979K $44.7M
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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