Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
1.88K
+ 4.37%
$6.84 - $9.73 $12.9K - $18.3K
44.9K $373K
BRFS
Brf S.A.

Consumer Defensive
10.4K
+ 15.42%
$3.63 - $4.75 $37.6K - $49.2K
77.5K $338K
VTHR
Vanguard Russell 3000 ETF

ETFs
52
+ 1.42%
$228.55 - $253.74 $11.9K - $13.2K
3.71K $942K
UA
Under Armour Inc Cl C

Consumer Cyclical
1.01K
+ 3.33%
$6.18 - $8.41 $6.26K - $8.52K
31.4K $262K
IFN
India Fund Inc

Financial Services
12
+ 0.02%
$17.61 - $19.23 $211 - $231
55.5K $1.06M
NWE
Northwestern Corp

Utilities
143
+ 1.83%
$48.68 - $57.27 $6.96K - $8.19K
7.94K $454K
OMAB
Central North Airport Group

Industrials
933
+ 20.99%
$59.37 - $74.89 $55.4K - $69.9K
5.38K $364K
VRSK
Verisk Analytics, Inc.

Industrials
340
+ 2.0%
$260.31 - $285.99 $88.5K - $97.2K
17.3K $4.65M
PDI
Pimco Dynamic Income Fund

Financial Services
2.35K
+ 20.43%
$18.7 - $20.25 $44K - $47.6K
13.9K $280K
UNFI
United Natural Foods Inc

Consumer Defensive
953
+ 7.59%
$11.93 - $16.94 $11.4K - $16.1K
13.5K $227K
LRGF
Ishares Tr

ETFs
30
+ 0.15%
$52.89 - $58.77 $1.59K - $1.76K
20K $1.18M
JWN
Nordstrom Inc

Consumer Cyclical
2.24K
+ 22.87%
$21.09 - $23.82 $47.2K - $53.3K
12K $270K
SVM
Silvercorp Metals Inc

Basic Materials
4.66K
+ 10.94%
$3.11 - $4.64 $14.5K - $21.6K
47.2K $206K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
400
+ 12.11%
$82.69 - $94.63 $33.1K - $37.9K
3.7K $343K
MSGS
Madison Square Garden Sports Corp.

Communication Services
61
+ 2.46%
$187.29 - $209.6 $11.4K - $12.8K
2.54K $529K
EGP
Eastgroup Properties Inc

Real Estate
117
+ 4.8%
$169.51 - $191.71 $19.8K - $22.4K
2.56K $476K
EAT
Brinker International, Inc

Consumer Cyclical
33
+ 0.23%
$59.09 - $77.85 $1.95K - $2.57K
14.3K $1.1M
SPTN
Spartan Nash CO

Consumer Defensive
708
+ 5.68%
$17.99 - $22.55 $12.7K - $16K
13.2K $295K
PRMW
Primo Water Corp

Consumer Defensive
112
+ 0.65%
$20.4 - $25.47 $2.28K - $2.85K
17.4K $439K
COGT
Cogent Biosciences, Inc.

Healthcare
3.27K
+ 29.61%
$8.24 - $11.48 $27K - $37.6K
14.3K $154K
CTS
Cts Corp

Technology
1.87K
+ 14.2%
$44.69 - $54.94 $83.6K - $103K
15K $727K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.95K
+ 3.46%
$20.27 - $20.27 $59.8K - $59.8K
88.1K $1.79M
W
Wayfair Inc.

Consumer Cyclical
272
+ 2.09%
$38.21 - $57.23 $10.4K - $15.6K
13.3K $745K
APLE
Apple Hospitality Reit, Inc.

Real Estate
3.58K
+ 14.05%
$13.7 - $15.35 $49K - $55K
29.1K $431K
ASB
Associated Banc Corp

Financial Services
2.24K
+ 7.57%
$20.07 - $23.95 $45K - $53.7K
31.9K $686K
REZI
Resideo Technologies, Inc.

Industrials
2.08K
+ 6.96%
$17.98 - $22.72 $37.4K - $47.3K
32K $644K
PCH
Potlatchdeltic Corp

Real Estate
699
+ 13.61%
$37.5 - $46.09 $26.2K - $32.2K
5.84K $262K
JJSF
J&J Snack Foods Corp

Consumer Defensive
86
+ 1.87%
$159.36 - $173.59 $13.7K - $14.9K
4.68K $806K
SCVL
Shoe Carnival Inc

Consumer Cyclical
144
+ 1.89%
$35.77 - $45.82 $5.15K - $6.6K
7.76K $340K
ARMK
Aramark

Industrials
716
+ 10.15%
$32.37 - $38.91 $23.2K - $27.9K
7.77K $300K
HSC
Harsco Corp

Industrials
8.24K
+ 36.21%
N/A
31K $223K
CLFD
Clearfield, Inc.

Technology
511
+ 0.52%
$36.23 - $43.4 $18.5K - $22.2K
98.6K $3.84M
SLM
Slm Corp

Financial Services
942
+ 5.3%
$19.93 - $23.7 $18.8K - $22.3K
18.7K $427K
SR
Spire Inc

Utilities
190
+ 2.74%
$59.15 - $67.77 $11.2K - $12.9K
7.13K $479K
CATY
Cathay General Bancorp

Financial Services
66
+ 0.63%
$36.27 - $45.24 $2.39K - $2.99K
10.5K $452K
UMH
Umh Properties, Inc.

Real Estate
481
+ 3.67%
$16.04 - $20.43 $7.72K - $9.83K
13.6K $267K
IOO
Ishares Tr Global 100 ETF

ETFs
266
+ 2.25%
$89.63 - $100.83 $23.8K - $26.8K
12.1K $1.2M
HONE
Harbor One Bancorp, Inc.

Financial Services
2.9K
+ 27.84%
$10.69 - $13.58 $31K - $39.4K
13.3K $172K
TPYP
Managed Portfolio Ser Tortoise

ETFs
9
+ 0.04%
$28.68 - $32.0 $258 - $288
22K $689K
HESM
Hess Midstream LP

Energy
1.82K
+ 32.56%
$34.91 - $38.61 $63.4K - $70.1K
7.39K $260K
LGND
Ligand Pharmaceuticals Inc

Healthcare
111
+ 3.99%
$82.7 - $110.11 $9.18K - $12.2K
2.9K $290K
ABUS
Arbutus Biopharma Corp

Healthcare
5.99K
+ 13.76%
$3.12 - $4.56 $18.7K - $27.3K
49.5K $190K
PKI
Perkinelmer Inc

Healthcare
451
+ 2.27%
N/A
20.3K $2.46M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.85K
+ 16.48%
$23.49 - $24.57 $43.3K - $45.3K
13K $319K
SEM
Select Medical Holdings Corp

Healthcare
1.67K
+ 10.55%
$32.0 - $39.76 $53.3K - $66.2K
17.4K $608K
SD
Sandridge Energy Inc

Energy
5.07K
+ 47.8%
$11.62 - $13.82 $58.9K - $70.1K
15.7K $191K
LNC
Lincoln National Corp

Financial Services
1.45K
+ 7.09%
$28.71 - $34.05 $41.7K - $49.4K
21.9K $690K
IX
Orix Corp

Financial Services
291
+ 6.64%
$102.71 - $125.1 $29.9K - $36.4K
4.68K $542K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.46K
+ 13.72%
$11.31 - $11.96 $39.1K - $41.4K
28.7K $343K
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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