Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTON
Peloton Interactive, Inc.

Consumer Cyclical
270
+ 1.1%
$2.88 - $5.17 $778 - $1.4K
24.9K $116K
ALTR
Altair Engineering Inc.

Technology
631
+ 5.93%
$81.56 - $100.25 $51.5K - $63.3K
11.3K $1.08M
NWBI
Northwest Bancshares, Inc.

Financial Services
851
+ 7.18%
$11.24 - $14.26 $9.57K - $12.1K
12.7K $169K
SWN
Southwestern Energy CO

Energy
458
+ 0.6%
$6.0 - $7.15 $2.75K - $3.27K
76.6K $544K
BB
Blackberry LTD

Technology
10.6K
+ 40.76%
$2.11 - $2.63 $22.3K - $27.8K
36.6K $96K
BHF
Brighthouse Financial, Inc.

Financial Services
420
+ 5.66%
$40.78 - $50.66 $17.1K - $21.3K
7.84K $353K
ALKT
Alkami Technology, Inc.

Technology
212
+ 2.58%
$28.87 - $34.1 $6.12K - $7.23K
8.42K $265K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
2.48K
+ 20.93%
$69.02 - $93.84 $171K - $232K
14.3K $1.01M
ALT
Altimmune, Inc.

Healthcare
6.13K
+ 49.94%
$5.5 - $8.1 $33.7K - $49.7K
18.4K $113K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.02K
+ 11.11%
$14.16 - $14.47 $28.6K - $29.3K
20.2K $291K
OSBC
Old Second Bancorp Inc

Financial Services
510
+ 1.72%
$14.52 - $17.1 $7.41K - $8.72K
30.1K $469K
EVGO
E Vgo Inc.

Consumer Cyclical
3.3K
+ 32.75%
$2.35 - $4.7 $7.75K - $15.5K
13.4K $55K
GATX
Gatx Corp

Industrials
218
+ 0.78%
$130.67 - $150.26 $28.5K - $32.8K
28.1K $3.72M
GLBE
Global E Online Ltd.

Consumer Cyclical
102
+ 0.85%
$31.53 - $38.44 $3.22K - $3.92K
12.2K $467K
AMH
American Homes 4 Rent

Real Estate
330
+ 2.38%
$34.87 - $41.14 $11.5K - $13.6K
14.2K $544K
MBIN
Merchants Bancorp

Financial Services
67
+ 1.14%
$39.38 - $52.59 $2.64K - $3.52K
5.92K $266K
ACHR
Archer Aviation Inc.

Industrials
12.3K
+ 74.08%
$2.91 - $5.39 $35.7K - $66.2K
28.9K $87K
FIGS
Figs, Inc.

Consumer Cyclical
1.91K
+ 17.72%
$4.84 - $6.84 $9.25K - $13.1K
12.7K $86K
DGX
Quest Diagnostics Inc

Healthcare
185
+ 1.62%
$137.09 - $137.09 $25.4K - $25.4K
11.6K $1.59M
RVT
Royce Value Trust, Inc.

Financial Services
842
+ 7.69%
$14.28 - $16.01 $12K - $13.5K
11.8K $185K
PRGO
Perrigo CO PLC

Healthcare
661
+ 3.71%
$25.44 - $29.27 $16.8K - $19.3K
18.5K $484K
NNDM
Nano Dimension Ltd.

Technology
7.26K
+ 20.12%
$2.04 - $2.53 $14.8K - $18.4K
43.4K $106K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
2.25K
+ 17.09%
$33.97 - $44.17 $76.3K - $99.2K
15.4K $558K
MXCT
Maxcyte, Inc.

Healthcare
7.21K
+ 33.64%
$3.68 - $5.06 $26.5K - $36.5K
28.7K $111K
IE
Ivanhoe Electric Inc.

Basic Materials
4.64K
+ 33.89%
$6.45 - $12.04 $30K - $55.9K
18.3K $155K
BBDC
Barings Bdc, Inc.

Financial Services
2.43K
+ 6.55%
$9.28 - $10.19 $22.6K - $24.8K
39.6K $388K
EDIT
Editas Medicine, Inc.

Healthcare
11.5K
+ 113.71%
$3.39 - $5.96 $38.9K - $68.4K
21.6K $73K
EWI
Ishares Inc Msci Italy ETF

ETFs
67
+ 0.97%
$34.96 - $39.44 $2.34K - $2.64K
6.98K $272K
PWB
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.3%
$86.85 - $98.91 $1.48K - $1.68K
5.69K $561K
RFV
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.31%
$108.97 - $119.83 $1.2K - $1.32K
3.57K $422K
CFFN
Capitol Federal Financial, Inc.

Financial Services
889
+ 1.59%
$5.34 - $6.75 $4.75K - $6K
56.8K $331K
CACI
Caci International Inc

Technology
69
+ 3.18%
$427.76 - $427.76 $29.5K - $29.5K
2.24K $956K
GXO
Gxo Logistics, Inc.

Industrials
77
+ 0.61%
$46.45 - $55.98 $3.58K - $4.31K
12.8K $665K
TELL
Tellurian Inc.

Energy
3.18K
+ 4.34%
$0.57 - $0.97 $1.81K - $3.08K
76.4K $74K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
78
+ 0.37%
$12.58 - $14.06 $981 - $1.1K
21K $285K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
109
+ 2.36%
$136.7 - $155.95 $14.9K - $17K
4.72K $669K
ISCV
Ishares Morningstar Small Cap

ETFs
2
+ 0.05%
$57.26 - $64.12 $115 - $128
4.11K $260K
EWCZ
European Wax Center, Inc.

Consumer Defensive
9.04K
+ 72.6%
$5.06 - $10.14 $45.8K - $91.7K
21.5K $146K
FFWM
First Foundation Inc.

Financial Services
4.34K
+ 35.75%
$5.0 - $7.08 $21.7K - $30.7K
16.5K $102K
AINV
Apollo Investment Corp

Financial Services
1.95K
+ 18.3%
N/A
12.6K $140K
AHCO
Adapt Health Corp.

Healthcare
170
+ 1.02%
$8.66 - $11.53 $1.47K - $1.96K
16.8K $188K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1
+ 0.01%
$50.43 - $55.76 $50.4 - $55.8
8.38K $467K
KIDS
Orthopediatrics Corp

Healthcare
1.35K
+ 15.42%
$25.33 - $35.39 $34.3K - $47.9K
10.1K $274K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
7.63K
+ 30.79%
$1.2 - $2.17 $9.15K - $16.6K
32.4K $55K
GEVO
Gevo, Inc.

Basic Materials
893
+ 4.5%
$0.5 - $1.71 $447 - $1.53K
20.7K $33K
LADR
Ladder Capital Corp

Real Estate
909
+ 2.5%
$11.1 - $12.36 $10.1K - $11.2K
37.3K $432K
PGRE
Paramount Group, Inc.

Real Estate
1.54K
+ 3.05%
$4.55 - $5.38 $7.03K - $8.31K
52.1K $256K
EQC
Equity Commonwealth

Real Estate
551
+ 2.92%
$19.14 - $20.41 $10.5K - $11.2K
19.4K $386K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
11
+ 0.32%
$68.79 - $76.02 $757 - $836
3.48K $264K
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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