Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
5.37K
+ 13.23%
$87.42 - $98.06 $470K - $527K
46K $4.11M
ASND
Ascendis Pharma A/S

Healthcare
3.47K
New
$122.0 - $146.6 $423K - $509K
3.47K $477K
STT
State Street Corp

Financial Services
2.8K
+ 13.4%
$85.96 - $100.78 $240K - $282K
23.7K $2.32M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.44K
+ 41.42%
$57.38 - $61.11 $484K - $516K
28.8K $1.68M
LBRDK
Liberty Broadband Corp

Communication Services
6.5K
+ 141.02%
$74.72 - $101.4 $485K - $659K
11.1K $830K
ZWS
Zurn Water Solutions Corp

Industrials
11.6K
+ 39.37%
$35.79 - $40.92 $416K - $476K
41.2K $1.54M
FHN
First Horizon Corp

Financial Services
5.9K
+ 7.68%
$14.91 - $21.42 $88K - $126K
82.8K $1.67M
ACA
Arcosa, Inc.

Industrials
4.61K
+ 34.88%
$91.1 - $111.57 $420K - $514K
17.8K $1.72M
SMBK
Smartfinancial Inc.

Financial Services
14.4K
+ 106.69%
$28.3 - $36.86 $408K - $532K
27.9K $865K
ABC
Amerisourcebergen Corp

Healthcare
2.54K
+ 8.66%
N/A
31.8K $5.9M
ARCC
Ares Capital Corp

Financial Services
10.3K
+ 4.04%
$20.74 - $22.27 $214K - $230K
266K $5.83M
NTRA
Natera, Inc.

Healthcare
1.8K
+ 30.88%
$117.67 - $174.0 $212K - $313K
7.63K $1.21M
TGTX
Tg Therapeutics, Inc.

Healthcare
3.03K
+ 5.42%
$21.31 - $35.09 $64.5K - $106K
58.9K $1.77M
CHTR
Charter Communications, Inc.

Communication Services
751
+ 6.84%
$315.38 - $408.02 $237K - $306K
11.7K $4.02M
WPP
Wpp PLC

Communication Services
8.82K
+ 29.76%
$49.35 - $56.55 $435K - $499K
38.4K $1.98M
ILMN
Illumina, Inc.

Healthcare
3.05K
+ 18.26%
$128.99 - $155.15 $393K - $473K
19.7K $2.64M
XLI
Industrial Sector Spdr

ETFs
6.5K
+ 6.03%
$131.76 - $143.99 $857K - $936K
114K $15.1M
D
Dominion Energy, Inc

Utilities
26.1K
+ 10.83%
$52.63 - $60.92 $1.37M - $1.59M
267K $14.4M
VRT
Vertiv Holdings CO

Industrials
5.28K
+ 12.11%
N/A
48.9K $4.24M
TTEK
Tetra Tech Inc

Industrials
23.4K
+ 36.09%
$39.8 - $50.52 $930K - $1.18M
88.1K $3.51M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
13.8K
New
$32.85 - $34.26 $454K - $473K
13.8K $457K
ENR
Energizer Holdings, Inc.

Industrials
10.8K
+ 44.04%
$31.03 - $39.39 $337K - $427K
35.5K $1.24M
IRDM
Iridium Communications Inc.

Communication Services
16.6K
+ 78.3%
$27.32 - $33.54 $454K - $558K
37.9K $1.1M
PTCT
Ptc Therapeutics, Inc.

Healthcare
8.07K
+ 73.76%
$34.99 - $52.07 $282K - $420K
19K $858K
GBCI
Glacier Bancorp, Inc.

Financial Services
5.05K
+ 11.54%
$44.09 - $58.89 $223K - $298K
48.8K $2.45M
DOCS
Doximity, Inc.

Healthcare
4.38K
+ 19.83%
$41.25 - $61.25 $181K - $269K
26.5K $1.41M
KBE
Spdr S&P Bank ETF

ETFs
7.85K
+ 124.2%
$51.33 - $62.76 $403K - $492K
14.2K $785K
GPI
Group 1 Automotive Inc

Consumer Cyclical
716
+ 18.73%
$344.56 - $435.0 $247K - $311K
4.54K $1.91M
IBDV
Ishares Tr

Technology
21K
New
$21.24 - $22.15 $446K - $465K
21K $448K
VOTE
Engine No 1 ETF Tr

ETFs
6.38K
+ 110.8%
$66.37 - $71.58 $424K - $457K
12.1K $834K
IHE
Ishares Tr

ETFs
7.28K
+ 109.51%
$65.15 - $71.86 $474K - $523K
13.9K $914K
RGR
Sturm Ruger & CO Inc

Industrials
10.7K
+ 139.15%
N/A
18.4K $761K
IDA
Idacorp Inc

Utilities
3.08K
+ 18.0%
$100.11 - $118.96 $308K - $366K
20.2K $2.21M
ACHR
Archer Aviation Inc.

Industrials
25.4K
+ 87.93%
$2.94 - $11.33 $74.6K - $287K
54.2K $528K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
19.9K
+ 79.38%
$14.29 - $18.76 $284K - $373K
45K $824K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4.68K
New
$89.88 - $101.38 $421K - $474K
4.68K $436K
ALTR
Altair Engineering Inc.

Technology
2.58K
+ 22.87%
$91.78 - $110.67 $237K - $286K
13.9K $1.51M
MNST
Monster Beverage Corp

Consumer Defensive
7.59K
+ 8.36%
$49.24 - $56.38 $374K - $428K
98.4K $5.17M
KOS
Kosmos Energy Ltd.

Energy
165K
+ 76.0%
$2.71 - $4.52 $448K - $747K
383K $1.31M
BKE
Buckle Inc

Consumer Cyclical
4.77K
+ 17.33%
$41.32 - $54.08 $197K - $258K
32.3K $1.64M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
19.9K
New
$21.43 - $22.55 $427K - $450K
19.9K $429K
PRVA
Privia Health Group, Inc.

Healthcare
20.1K
+ 77.24%
$16.82 - $22.8 $338K - $458K
46.1K $900K
IFRA
Ishares Tr

ETFs
15.3K
+ 3.71%
$45.94 - $51.71 $701K - $790K
427K $19.8M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.31K
+ 5.87%
$59.58 - $63.93 $316K - $339K
95.6K $5.85M
BMI
Badger Meter Inc

Technology
2.41K
+ 17.73%
$199.06 - $237.67 $479K - $572K
16K $3.39M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
30.3K
New
$13.54 - $14.25 $411K - $432K
30.3K $424K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.7K
+ 60.24%
$22.1 - $22.59 $435K - $445K
52.4K $1.16M
PAR
Par Technology Corp

Technology
4.09K
+ 67.44%
$49.67 - $81.14 $203K - $332K
10.2K $738K
SHAK
Shake Shack Inc.

Consumer Cyclical
1.24K
+ 12.69%
$101.73 - $138.76 $126K - $172K
11K $1.43M
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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