Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.97K
New
$35.45 - $40.33 $247K - $281K
6.97K $249K
COTY
Coty Inc.

Consumer Defensive
48.4K
+ 131.55%
$6.92 - $9.36 $335K - $453K
85.3K $593K
SKYY
First Trust Cloud Computing Et

ETFs
392
+ 3.29%
$99.98 - $130.46 $39.2K - $51.1K
12.3K $1.47M
JBI
Janus International Group, Inc.

Industrials
33.7K
New
$7.02 - $10.41 $236K - $351K
33.7K $247K
CCNE
Cnb Financial Corp

Financial Services
9.35K
+ 50.72%
$22.4 - $29.25 $210K - $274K
27.8K $690K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
36.4K
New
$5.7 - $8.27 $208K - $301K
36.4K $246K
G
Genpact LTD

Technology
3.06K
+ 10.0%
$38.17 - $46.82 $117K - $143K
33.7K $1.45M
AVXL
Anavex Life Sciences Corp.

Healthcare
4.08K
+ 10.23%
$5.11 - $12.56 $20.8K - $51.2K
44K $472K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.65K
New
$92.58 - $93.71 $245K - $248K
2.65K $245K
FLS
Flowserve Corp

Industrials
3.56K
+ 51.81%
$51.87 - $62.0 $185K - $221K
10.4K $600K
HLI
Houlihan Lokey, Inc.

Financial Services
1.09K
+ 30.44%
$158.81 - $190.49 $172K - $207K
4.65K $807K
PGC
Peapack Gladstone Financial Corp

Financial Services
4.22K
+ 18.05%
$26.5 - $37.57 $112K - $159K
27.6K $885K
SASR
Sandy Spring Bancorp Inc

Financial Services
2.65K
+ 4.0%
$30.44 - $38.71 $80.6K - $102K
68.9K $2.32M
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.91K
New
$40.75 - $44.85 $241K - $265K
5.91K $243K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.12K
+ 22.96%
$22.72 - $28.29 $139K - $173K
32.8K $864K
MGNI
Magnite, Inc.

Communication Services
15.2K
New
$11.91 - $18.0 $182K - $274K
15.2K $242K
PDS
Precision Drilling Corp

Energy
3.97K
New
$55.86 - $66.38 $222K - $264K
3.97K $242K
DLB
Dolby Laboratories, Inc.

Industrials
3.02K
+ 73.86%
$70.91 - $81.98 $214K - $248K
7.12K $555K
PODD
Insulet Corp

Healthcare
158
+ 2.22%
$227.79 - $275.7 $36K - $43.6K
7.27K $1.9M
MTDR
Matador Resources CO

Energy
471
+ 1.5%
$50.33 - $60.91 $23.7K - $28.7K
31.9K $1.8M
BILL
Bill.Com Holdings, Inc.

Technology
2.85K
New
$51.23 - $97.41 $146K - $277K
2.85K $241K
GTLB
Gitlab Inc.

Technology
3.93K
+ 97.49%
$48.76 - $67.19 $191K - $264K
7.96K $448K
FOLD
Amicus Therapeutics, Inc.

Healthcare
32.7K
+ 61.78%
$9.36 - $12.01 $306K - $392K
85.5K $805K
NVEE
Nv5 Global, Inc.

Industrials
12.7K
New
$18.82 - $93.28 $240K - $1.19M
12.7K $240K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
13.4K
New
$16.22 - $18.28 $217K - $245K
13.4K $240K
AVDX
Avid Xchange Holdings, Inc.

Technology
18.4K
+ 82.62%
$7.66 - $11.59 $141K - $213K
40.7K $420K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
38.4K
New
$3.73 - $6.99 $143K - $268K
38.4K $240K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.1K
+ 90.33%
$47.65 - $48.6 $243K - $248K
10.7K $513K
K
Kellogg CO

Consumer Defensive
2.76K
+ 4.87%
$80.34 - $81.29 $221K - $224K
59.4K $4.81M
NRG
Nrg Energy, Inc.

Utilities
3.95K
+ 2.85%
$85.3 - $101.61 $337K - $401K
142K $12.9M
TAC
Transalta Corp

Utilities
2.31K
+ 4.29%
$10.0 - $14.33 $23.1K - $33.1K
56.1K $793K
CCRN
Cross Country Healthcare Inc

Healthcare
13.1K
New
$9.81 - $18.16 $128K - $237K
13.1K $237K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
2.98K
New
$60.83 - $79.97 $181K - $238K
2.98K $236K
NTGR
Netgear, Inc.

Technology
5.2K
+ 44.47%
$19.06 - $29.03 $99.1K - $151K
16.9K $470K
PRK
Park National Corp

Financial Services
1.28K
+ 26.43%
$160.0 - $206.49 $204K - $264K
6.11K $1.05M
TNET
Trinet Group, Inc.

Industrials
2.9K
+ 65.04%
$80.31 - $98.2 $233K - $285K
7.35K $667K
MIR
Mirion Technologies, Inc.

Industrials
9.54K
+ 88.61%
$10.94 - $18.65 $104K - $178K
20.3K $354K
RH
Rh

Consumer Cyclical
243
+ 10.28%
$311.9 - $446.04 $75.8K - $108K
2.61K $1.03M
SD
Sandridge Energy Inc

Energy
20.6K
+ 131.49%
$10.5 - $12.95 $217K - $267K
36.3K $425K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
15.1K
New
$15.43 - $16.42 $233K - $248K
15.1K $234K
WWW
Wolverine World Wide Inc

Consumer Cyclical
10.6K
New
$15.36 - $24.25 $162K - $256K
10.6K $234K
JXN
Jackson Financial Inc.

Financial Services
2.88K
+ 71.27%
$84.91 - $113.74 $245K - $328K
6.92K $602K
BNDX
Vanguard Total International B

ETFs
10.9K
+ 4.43%
$48.91 - $50.61 $535K - $553K
258K $12.6M
COLB
Columbia Banking System, Inc.

Financial Services
6.97K
+ 13.83%
$25.29 - $32.01 $176K - $223K
57.4K $1.55M
CRMT
Americas Carmart Inc

Consumer Cyclical
4.55K
New
$38.21 - $57.46 $174K - $262K
4.55K $233K
ATEC
Alphatec Holdings, Inc.

Healthcare
6.19K
+ 12.74%
$4.98 - $10.48 $30.8K - $64.9K
54.8K $503K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.4K
+ 3.28%
$51.54 - $52.55 $534K - $545K
326K $16.9M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
472
+ 2.47%
$58.32 - $85.45 $27.5K - $40.3K
19.6K $1.45M
AVLV
American Centy ETF Tr Avantis
2.08K
+ 2.13%
$65.51 - $71.22 $136K - $148K
99.6K $6.65M
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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