Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTB
M&T Bank Corp

Financial Services
1.71K
+ 5.84%
$172.48 - $221.95 $294K - $379K
30.9K $5.82M
LRN
Stride, Inc.

Consumer Defensive
5.03K
+ 108.12%
$64.04 - $110.79 $322K - $557K
9.68K $1.01M
IRBO
Ishares Robotics & Artificial

ETFs
19K
+ 37.26%
N/A
69.9K $2.24M
TT
Trane Technologies PLC

Industrials
4.93K
+ 7.85%
$369.35 - $419.14 $1.82M - $2.07M
67.7K $25M
VTRS
Viatris Inc

Healthcare
35.6K
+ 18.33%
$11.32 - $13.37 $402K - $475K
230K $2.86M
IP
International Paper CO

Consumer Cyclical
4.43K
+ 6.07%
$46.64 - $59.57 $207K - $264K
77.4K $4.16M
ABT
Abbott Laboratories

Healthcare
11.7K
+ 1.45%
$111.93 - $119.39 $1.31M - $1.4M
821K $92.8M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.82K
New
$101.22 - $107.72 $589K - $627K
5.82K $594K
ACM
Aecom

Industrials
4.82K
+ 22.25%
$101.97 - $116.97 $491K - $564K
26.5K $2.83M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
14.9K
New
$39.3 - $41.34 $587K - $617K
14.9K $588K
WWD
Woodward, Inc.

Industrials
3.69K
+ 71.16%
$159.67 - $187.29 $590K - $692K
8.89K $1.48M
PSO
Pearson PLC

Communication Services
25.5K
+ 37.54%
$13.3 - $16.28 $340K - $416K
93.6K $1.51M
VREX
Varex Imaging Corp

Healthcare
36.4K
+ 185.24%
$11.23 - $16.68 $409K - $607K
56K $817K
CRS
Carpenter Technology Corp

Industrials
2.74K
+ 23.73%
$149.5 - $196.14 $410K - $538K
14.3K $2.43M
CNX
Cnx Resources Corp

Energy
11.7K
+ 31.75%
$32.66 - $41.09 $381K - $479K
48.4K $1.77M
ALRM
Alarm.Com Holdings, Inc.

Technology
8.05K
+ 56.25%
$52.26 - $68.81 $421K - $554K
22.4K $1.36M
STM
St Microelectronics N.V.

Technology
35.7K
+ 53.94%
$24.48 - $28.92 $873K - $1.03M
102K $2.54M
ACI
Albertsons Companies, Inc.

Consumer Defensive
29.3K
New
$18.01 - $19.92 $528K - $584K
29.3K $575K
AVSF
American Centy ETF Tr Avantis

ETFs
19.3K
+ 5.98%
$46.02 - $47.0 $890K - $909K
343K $15.8M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.75K
+ 26.8%
$75.41 - $112.24 $207K - $308K
13K $1.34M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.39K
+ 16.35%
$180.39 - $205.43 $431K - $491K
17K $3.22M
CSAN
Cosan S.A.

Energy
148K
+ 256.82%
$5.37 - $9.88 $796K - $1.46M
206K $1.12M
TECL
Direxion Daily Technology Bull

ETFs
6.27K
New
$81.25 - $102.52 $509K - $642K
6.27K $567K
PINC
Premier, Inc.

Healthcare
23.2K
+ 39.97%
$19.08 - $23.34 $442K - $541K
81.2K $1.72M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.82K
+ 27.1%
$107.0 - $142.46 $302K - $402K
13.2K $1.72M
VIAV
Viavi Solutions Inc.

Technology
43.3K
+ 37.76%
$8.94 - $11.16 $387K - $483K
158K $1.59M
ESNT
Essent Group Ltd.

Financial Services
10.3K
New
$52.73 - $64.9 $542K - $667K
10.3K $559K
TCHP
T Rowe Price Exchange Traded F

Technology
13.3K
New
$39.17 - $43.9 $521K - $583K
13.3K $559K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.79K
+ 5.92%
$131.26 - $163.78 $235K - $294K
32.1K $4.79M
AUR
Aurora Innovation, Inc.

Technology
82K
+ 74.44%
$4.99 - $8.06 $409K - $661K
192K $1.21M
FAD
First Tr Multi Cap Growth Alph

ETFs
4.04K
New
$131.79 - $150.3 $532K - $607K
4.04K $558K
FSV
First Service Corp

Real Estate
3.15K
+ 33.94%
$176.17 - $197.05 $554K - $620K
12.4K $2.25M
RELX
Relx PLC

Communication Services
18.6K
+ 13.09%
$44.45 - $48.63 $827K - $905K
161K $7.31M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
30.2K
+ 118.93%
$17.7 - $26.34 $535K - $796K
55.6K $1.05M
WETF
Wisdom Tree Investments, Inc.

Financial Services
102K
New
N/A
102K $554K
CARG
Car Gurus, Inc.

Communication Services
10.6K
+ 41.75%
$29.05 - $38.78 $308K - $411K
36K $1.32M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
13.4K
New
$24.08 - $48.71 $322K - $651K
13.4K $553K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
82.9K
+ 201.16%
$6.07 - $7.83 $503K - $649K
124K $855K
RIO
Rio Tinto PLC

Basic Materials
26.2K
+ 32.7%
$58.59 - $71.15 $1.54M - $1.87M
106K $6.26M
PWP
Perella Weinberg Partners

Financial Services
23K
New
$19.44 - $25.98 $448K - $599K
23K $549K
QTEC
First Trust Nasdaq 100 Technol

ETFs
3.02K
+ 44.41%
$185.87 - $204.12 $562K - $617K
9.83K $1.85M
AEM
Agnico Eagle Mines LTD

Basic Materials
8.16K
+ 21.55%
$75.99 - $88.85 $620K - $725K
46K $3.6M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
14.8K
+ 19.89%
$16.15 - $20.36 $239K - $301K
89.2K $1.78M
SLF
Sun Life Financial Inc

Financial Services
8.15K
+ 16.78%
$55.43 - $62.69 $452K - $511K
56.7K $3.36M
ENVA
Enova International, Inc.

Financial Services
5.68K
New
$80.49 - $106.72 $457K - $606K
5.68K $544K
SANM
Sanmina Corp

Technology
4.91K
+ 20.59%
$65.07 - $83.88 $319K - $412K
28.7K $2.18M
TILE
Interface Inc

Consumer Cyclical
17.3K
+ 76.14%
$17.47 - $26.82 $302K - $464K
40K $974K
SMTC
Semtech Corp

Technology
3.09K
+ 14.26%
$40.58 - $69.1 $125K - $213K
24.7K $1.53M
PUK
Prudential PLC

Financial Services
47K
+ 58.25%
$15.52 - $18.99 $730K - $893K
128K $2.04M
Activity Summary
Buys All Purchases 2506 New Holdings 517 Increased Positions 1989 Sells All Sells 961 Reductions 961 Sold out 0 Options Calls 8 Puts 20
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