Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMBA
Ambarella Inc

Technology
1.31K
+ 8.88%
$54.22 - $76.22 $70.9K - $99.6K
16K $1.17M
PNR
Pentair PLC

Industrials
2.84K
+ 16.51%
$95.0 - $109.21 $270K - $310K
20K $2.01M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1.29K
+ 31.29%
$221.83 - $266.82 $287K - $345K
5.42K $1.32M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
7.23K
+ 16.87%
$16.43 - $22.77 $119K - $165K
50K $1.1M
IYG
Ishares Tr

ETFs
2.41K
+ 11.39%
$70.24 - $82.34 $169K - $199K
23.6K $1.84M
OPCH
Option Care Health, Inc.

Healthcare
27.5K
+ 72.15%
$21.74 - $31.64 $598K - $871K
65.7K $1.52M
CXDO
Crexendo, Inc.

Communication Services
3.19K
+ 0.6%
$4.42 - $6.08 $14.1K - $19.4K
534K $2.79M
NPO
Enpro Industries, Inc

Industrials
1.63K
+ 35.1%
$145.61 - $195.16 $238K - $319K
6.29K $1.08M
UTHR
United Therapeutics Corp

Healthcare
996
+ 25.31%
$348.66 - $410.0 $347K - $408K
4.93K $1.74M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.18K
+ 18.36%
$46.94 - $51.62 $243K - $267K
33.4K $1.67M
VGSH
Vanguard

ETFs
20.5K
+ 1.98%
$58.02 - $58.88 $1.19M - $1.21M
1.05M $61.4M
MNSO
Miniso Group Holding LTD

Consumer Cyclical
13.6K
New
$15.19 - $25.13 $207K - $342K
13.6K $324K
BEN
Franklin Resources Inc

Financial Services
15.8K
+ 103.17%
$19.35 - $22.76 $306K - $360K
31.1K $631K
PAYC
Paycom Software, Inc.

Technology
150
+ 1.98%
$159.94 - $240.25 $24K - $36K
7.74K $1.59M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.55K
New
$71.77 - $92.11 $255K - $327K
3.55K $322K
ITGR
Integer Holdings Corp

Healthcare
2.26K
+ 24.91%
$124.32 - $141.16 $281K - $319K
11.3K $1.5M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
7.71K
+ 48.99%
$46.46 - $51.66 $358K - $398K
23.4K $1.13M
AER
Aer Cap Holdings N.V.

Industrials
3.08K
+ 11.83%
$91.85 - $100.3 $283K - $309K
29.1K $2.79M
AROC
Archrock, Inc.

Energy
7.75K
+ 28.4%
$19.92 - $26.66 $154K - $207K
35.1K $872K
FCOM
Fidelity Covington Tr Msci Com

ETFs
5.45K
New
$54.65 - $61.96 $298K - $337K
5.45K $319K
ACLX
Arcellx, Inc.

Healthcare
4.19K
New
$75.39 - $106.53 $316K - $447K
4.19K $319K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
4.14K
New
$64.79 - $77.75 $268K - $322K
4.14K $319K
FRT
Federal Realty Investment Trust

Real Estate
3.05K
+ 39.13%
$109.55 - $117.53 $334K - $358K
10.8K $1.21M
PECO
Phillips Edison & Company, Inc.

Real Estate
8.82K
+ 18.03%
$35.96 - $39.8 $317K - $351K
57.8K $2.16M
ROG
Rogers Corp

Technology
3.75K
+ 67.71%
$99.39 - $112.62 $372K - $422K
9.28K $942K
AFRM
Affirm Holdings, Inc.

Technology
1.06K
+ 8.45%
$38.48 - $72.86 $40.9K - $77.4K
13.6K $830K
BTBT
Bit Digital, Inc

Financial Services
110K
+ 1051.93%
$2.93 - $5.52 $322K - $606K
120K $352K
NARI
Inari Medical, Inc.

Healthcare
6.2K
New
$40.61 - $58.21 $252K - $361K
6.2K $316K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.49K
New
$70.31 - $77.39 $316K - $347K
4.49K $315K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.98K
+ 45.65%
$63.19 - $73.31 $252K - $292K
12.7K $872K
ENLC
En Link Midstream, LLC

Energy
22.3K
New
$13.74 - $16.01 $306K - $357K
22.3K $315K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.99K
+ 5.4%
$99.11 - $112.25 $296K - $336K
58.4K $6.12M
INTA
Intapp, Inc.

Technology
4.91K
New
$43.86 - $70.0 $215K - $343K
4.91K $314K
REZI
Resideo Technologies, Inc.

Industrials
9.54K
+ 29.82%
$19.3 - $27.75 $184K - $265K
41.5K $957K
HAE
Haemonetics Corp

Healthcare
4.13K
+ 98.48%
$71.16 - $93.38 $294K - $386K
8.33K $650K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.71K
+ 10.59%
$71.19 - $91.57 $122K - $157K
17.9K $1.5M
TTMI
Ttm Technologies Inc

Technology
7.27K
+ 35.61%
$18.06 - $26.66 $131K - $194K
27.7K $684K
COOP
Mr. Cooper Group Inc.

Financial Services
2.39K
+ 11.02%
$87.37 - $101.43 $209K - $242K
24.1K $2.31M
JHG
Janus Henderson Group PLC

Financial Services
4K
+ 12.66%
$37.65 - $45.66 $150K - $183K
35.6K $1.51M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
847
+ 2.61%
$201.32 - $217.44 $171K - $184K
33.3K $6.88M
CTS
Cts Corp

Technology
4.61K
+ 30.64%
$46.79 - $58.97 $216K - $272K
19.6K $1.04M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
31K
+ 66.85%
$7.67 - $9.21 $238K - $286K
77.5K $665K
RDNT
Rad Net, Inc.

Healthcare
4.35K
+ 36.89%
$64.99 - $86.38 $282K - $375K
16.1K $1.13M
EHC
Encompass Health Corp

Healthcare
4.23K
+ 22.14%
$92.35 - $103.77 $390K - $439K
23.3K $2.15M
CVCO
Cavco Industries Inc.

Consumer Cyclical
578
+ 21.99%
$409.8 - $533.17 $237K - $308K
3.21K $1.43M
RDW
Redwire Corp

Industrials
18.7K
New
$6.41 - $17.65 $120K - $330K
18.7K $307K
MGRC
Mcgrath Rentcorp

Industrials
2.47K
+ 51.81%
$103.9 - $122.55 $256K - $302K
7.23K $808K
METV
Listed Fds Tr Roundhill Ball M

ETFs
21.3K
New
$13.21 - $15.35 $281K - $327K
21.3K $306K
HTH
Hilltop Holdings Inc.

Financial Services
10.7K
New
$28.47 - $34.44 $305K - $369K
10.7K $306K
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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