Creative Planning acquired a new stake in Apartment Income REIT in the third quarter worth approximately $253,000.

Source: https://www.americanbankingnews.com/2023/05/19/apartment-income-reit-corp-nyseairc-position-boosted-by-pinebridge-investments-l-p.html

Creative Planning boosted its holdings in shares of CMS Energy by 1.1% in the 3rd quarter.

Source: https://www.etfdailynews.com/2023/02/15/advisors-asset-management-inc-acquires-311-shares-of-cms-energy-co-nysecms/

Creative Planning boosted its holdings in shares of Murphy USA Inc. () by 34.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/02/04/creative-planning-has-430000-stake-in-murphy-usa-inc-nysemusa/

Creative Planning boosted its position in CNH Industrial () by 35.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/10/20/creative-planning-boosts-stock-holdings-in-cnh-industrial-nysecnhi.html

Creative Planning cut its holdings in shares of Franklin BSP Realty Trust, Inc. () by 6.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/02/03/creative-planning-sells-3184-shares-of-franklin-bsp-realty-trust-inc-nysefbrt-2/

Creative Planning grew its position in shares of Vanguard Total Bond Market ETF by 8.1% in the fourth quarter.

Source: https://www.americanbankingnews.com/2023/09/12/belpointe-asset-management-llc-grows-stock-position-in-vanguard-total-bond-market-etf-nasdaqbnd.html

Creative Planning increased its holdings in shares of Ionis Pharmaceuticals by 9.1% in the 3rd quarter.

Source: https://www.etfdailynews.com/2023/01/30/4983-shares-in-ionis-pharmaceuticals-inc-nasdaqions-bought-by-ieq-capital-llc/

Creative Planning increased its position in ING Groep by 28.8% during the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/11/05/ing-groep-nyseing-shares-sold-by-raymond-james-financial-services-advisors-inc.html

Creative Planning increased its stake in shares of iQIYI, Inc. () by 149.0% in the 3rd quarter, according to its most recent 13F filing with the SEC.

Source: https://www.etfdailynews.com/2023/02/09/creative-planning-buys-31730-shares-of-iqiyi-inc-nasdaqiq/

Creative Planning Increases Stock Position in Encore Wire Co.

Source: https://www.americanbankingnews.com/2023/10/12/alphabet-inc-nasdaqgoogl-shares-acquired-by-hedeker-wealth-llc.html

Creative Planning lifted its holdings in shares of DISH Network Co. () by 135.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.

Source: https://www.americanbankingnews.com/2023/10/26/dish-network-co-nasdaqdish-stock-position-raised-by-creative-planning.html

Creative Planning lifted its stake in Advanced Energy Industries by 34.7% in the second quarter.

Source: https://www.americanbankingnews.com/2023/11/11/allspring-global-investments-holdings-llc-has-412000-position-in-advanced-energy-industries-inc-nasdaqaeis.html

Creative Planning lowered its position in iShares ESG MSCI USA Leaders ETF () by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.

Source: https://www.dailypolitical.com/2023/10/05/creative-planning-sells-3520-shares-of-ishares-esg-msci-usa-leaders-etf-nasdaqsusl.html

Creative Planning now owns 11,260 shares of the bank’s stock valued at $573,000 after purchasing an additional 275 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/07/23/handelsbanken-fonder-ab-has-751000-position-in-zions-bancorporation-national-association-nasdaqzion/

Creative Planning now owns 13,243,059 shares of the company’s stock worth $614,346,000 after purchasing an additional 910,216 shares in the last quarter.

Source: https://www.dailypolitical.com/2023/12/26/avior-wealth-management-llc-sells-407-shares-of-dimensional-u-s-targeted-value-etf-nysearcadfat.html

Creative Planning now owns 16,103 shares of the financial services provider’s stock worth $5,014,000 after purchasing an additional 1,384 shares during the last quarter.

Source: https://www.americanbankingnews.com/2023/05/31/banco-bilbao-vizcaya-argentaria-s-a-sells-1172-shares-of-ameriprise-financial-inc-nyseamp.html

Creative Planning now owns 30,243 shares of the energy company’s stock worth $559,000 after purchasing an additional 4,919 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/08/06/alliance-resource-partners-nasdaqarlp-cut-to-buy-at-stocknews-com.html

Creative Planning now owns 3,253 shares of the company’s stock valued at $544,000 after acquiring an additional 76 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/08/06/prime-capital-investment-advisors-llc-increases-position-in-spdr-sp-semiconductor-etf-nysearcaxsd.html

Creative Planning now owns 45,320,493 shares of the company’s stock worth $1,307,043,000 after purchasing an additional 2,548,099 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/01/21/brinker-capital-investments-llc-sells-4385-shares-of-spdr-portfolio-developed-world-ex-us-etf-nysearcaspdw.html

Creative Planning now owns 67,435 shares of the company’s stock valued at $803,000 after acquiring an additional 1,556 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/02/11/brokers-offer-predictions-for-amcor-plcs-fy2024-earnings-nyseamcr/