Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
4.34K
+ 7.06%
$57.47 - $62.82 $249K - $272K
65.8K $3.88M
DLX
Deluxe Corp

Communication Services
9.83K
+ 36.81%
$18.62 - $24.16 $183K - $237K
36.5K $825K
QLV
Flexshares Us Quality Low Vola

ETFs
4.69K
New
$65.2 - $68.29 $306K - $320K
4.69K $305K
AYI
Acuity Brands Inc

Industrials
824
+ 21.62%
$292.13 - $333.45 $241K - $275K
4.64K $1.35M
ALGT
Allegiant Travel CO

Industrials
986
+ 18.2%
$55.0 - $94.12 $54.2K - $92.8K
6.4K $602K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.1K
+ 19.76%
$22.72 - $23.0 $320K - $324K
85.4K $1.95M
BEKE
Ke Holdings Inc.

Real Estate
18.6K
+ 62.02%
$18.38 - $25.8 $342K - $480K
48.6K $899K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
6.04K
New
$49.58 - $50.28 $300K - $304K
6.04K $300K
WM
Waste Management Inc

Industrials
5.33K
+ 3.99%
$201.79 - $228.46 $1.07M - $1.22M
139K $28M
PRGS
Progress Software Corp

Technology
4.86K
+ 62.53%
$63.94 - $69.89 $311K - $340K
12.6K $823K
AVB
Avalonbay Communities Inc

Real Estate
1.58K
+ 17.53%
$216.28 - $237.81 $341K - $375K
10.6K $2.33M
AMN
Amn Healthcare Services Inc

Healthcare
12.5K
New
$22.94 - $42.42 $286K - $529K
12.5K $298K
KMX
Carmax Inc

Consumer Cyclical
2.9K
+ 20.97%
$71.11 - $87.2 $206K - $253K
16.7K $1.37M
YELP
Yelp Inc

Communication Services
5.89K
+ 30.81%
$33.38 - $40.61 $197K - $239K
25K $968K
KURA
Kura Oncology, Inc.

Healthcare
34.2K
New
$8.51 - $19.21 $291K - $656K
34.2K $297K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4.98K
+ 32.91%
$28.38 - $39.27 $141K - $196K
20.1K $780K
NOV
Nov Inc.

Energy
23K
+ 76.55%
$14.06 - $16.79 $324K - $387K
53.1K $775K
BUYZ
Franklin Templeton ETF Tr Disr

ETFs
8K
New
$33.95 - $39.59 $272K - $317K
8K $295K
TDOC
Teladoc Health, Inc.

Healthcare
32.9K
+ 51.32%
$8.57 - $12.02 $282K - $396K
97K $882K
EWBC
East West Bancorp Inc

Financial Services
894
+ 5.55%
$80.04 - $111.23 $71.6K - $99.4K
17K $1.63M
CNA
Cna Financial Corp

Financial Services
6.28K
+ 39.09%
$46.76 - $50.95 $294K - $320K
22.3K $1.08M
IWY
Ishares Tr Russell 200 Growth

ETFs
607
+ 6.08%
$216.72 - $244.71 $132K - $149K
10.6K $2.49M
ATKR
Atkore Inc.

Industrials
3.62K
+ 47.27%
$82.02 - $104.45 $297K - $378K
11.3K $941K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
73.4K
+ 19.58%
$9.25 - $10.62 $679K - $780K
448K $4.36M
MOV
Movado Group Inc

Consumer Cyclical
14.9K
New
$18.39 - $21.31 $275K - $318K
14.9K $293K
NFRA
Flexshares Stoxx Global Broad

ETFs
5.4K
New
$54.11 - $59.58 $292K - $322K
5.4K $292K
CARS
Cars.Com Inc.

Consumer Cyclical
16.9K
New
$15.18 - $20.1 $256K - $339K
16.9K $292K
LMND
Lemonade, Inc.

Financial Services
7.97K
New
$15.65 - $51.81 $125K - $413K
7.97K $292K
EQR
Equity Residential

Real Estate
4.74K
+ 26.4%
$69.12 - $77.48 $328K - $367K
22.7K $1.63M
FTDR
Frontdoor, Inc.

Consumer Cyclical
2.98K
+ 15.62%
$46.71 - $59.54 $139K - $177K
22K $1.2M
LEA
Lear Corp

Consumer Cyclical
3.85K
+ 75.02%
$92.95 - $108.96 $358K - $420K
8.98K $850K
FBMS
First Bancshares Inc

Financial Services
1.57K
+ 1.92%
$30.98 - $38.22 $48.5K - $59.9K
83.1K $2.91M
CUK
Carnival PLC

Consumer Cyclical
12.8K
New
$15.65 - $24.32 $201K - $312K
12.8K $288K
AX
Axos Financial, Inc.

Financial Services
4.13K
New
$59.93 - $86.6 $247K - $357K
4.13K $288K
SWKS
Skyworks Solutions, Inc.

Technology
20.1K
+ 13.57%
$83.18 - $99.15 $1.67M - $1.99M
168K $14.9M
PRGO
Perrigo CO PLC

Healthcare
11.5K
+ 62.15%
$24.18 - $28.91 $278K - $332K
30K $770K
PBRA
Petroleo Bras Ads (Ea Reptg 2
21.8K
New
N/A
21.8K $286K
RPRX
Royalty Pharma PLC

Healthcare
13.4K
+ 67.31%
$24.28 - $28.39 $325K - $381K
33.3K $849K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.52K
+ 4.44%
$62.09 - $82.32 $156K - $207K
59.2K $3.96M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
61.4K
+ 145.66%
$3.34 - $5.04 $205K - $309K
104K $458K
PRO
Pros Holdings, Inc.

Technology
10.8K
+ 79.95%
$17.69 - $25.4 $190K - $273K
24.2K $532K
SR
Spire Inc

Utilities
4.11K
+ 57.63%
$62.24 - $73.38 $256K - $301K
11.2K $761K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
3.4K
+ 19.28%
$74.18 - $85.35 $252K - $290K
21K $1.62M
PARR
Par Pacific Holdings, Inc.

Energy
19.7K
+ 59.64%
$15.09 - $19.32 $297K - $380K
52.7K $863K
ADUS
Addus Home Care Corp

Healthcare
2.54K
+ 51.69%
$118.27 - $133.01 $300K - $338K
7.45K $933K
PTC
Ptc Inc.

Technology
1.43K
+ 28.55%
$175.97 - $201.89 $252K - $290K
6.46K $1.19M
NAT
Nordic American Tankers LTD

Industrials
69.9K
+ 182.05%
N/A
108K $431K
CBNK
Capital Bancorp Inc

Financial Services
9.81K
New
$24.12 - $30.82 $237K - $302K
9.81K $279K
RIOT
Riot Blockchain, Inc.

Technology
15K
+ 33.04%
$7.08 - $14.97 $106K - $224K
60.2K $614K
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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