Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GHC
Graham Holdings CO

Consumer Defensive
65
+ 1.9%
$771.16 - $960.36 $50.1K - $62.4K
3.49K $3.04M
LBRDA
Liberty Broadband Corp

Communication Services
3.61K
+ 22.71%
$74.24 - $100.25 $268K - $362K
19.5K $1.45M
MNDY
Monday.Com Ltd.

Technology
1.23K
+ 86.68%
$224.69 - $324.31 $276K - $399K
2.65K $623K
FDL
First Tr Morningstar Dividend

ETFs
6.92K
+ 23.62%
$39.59 - $43.95 $274K - $304K
36.2K $1.46M
QCRH
Qcr Holdings Inc

Financial Services
1.79K
+ 14.18%
$72.35 - $93.84 $130K - $168K
14.4K $1.16M
BSAC
Banco Santander Chile

Financial Services
12.1K
New
$18.6 - $20.89 $226K - $253K
12.1K $228K
AZTA
Azenta, Inc.

Healthcare
4.58K
New
$40.37 - $51.57 $185K - $236K
4.58K $228K
AGZ
Ishares Agency Bond ETF

ETFs
2.11K
New
$107.68 - $110.37 $228K - $233K
2.11K $228K
STN
Stantec Inc

Industrials
3.13K
+ 33.64%
$78.45 - $87.5 $245K - $274K
12.4K $974K
BBUC
Brookfield Business Corp

Financial Services
10.4K
+ 21.72%
$23.19 - $27.82 $240K - $288K
58K $1.43M
SAFT
Safety Insurance Group Inc

Financial Services
2.71K
+ 74.04%
$78.13 - $88.3 $212K - $239K
6.37K $524K
OXM
Oxford Industries Inc

Consumer Cyclical
3.27K
+ 84.27%
$72.62 - $86.4 $238K - $283K
7.16K $563K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11.1K
+ 27.67%
$22.71 - $23.47 $253K - $261K
51.3K $1.17M
FTI
Technip Fmc PLC

Energy
5.75K
+ 26.9%
$25.16 - $31.95 $145K - $184K
27.1K $784K
MTX
Minerals Technologies Inc

Basic Materials
2.95K
New
$74.88 - $84.6 $221K - $250K
2.95K $224K
PRLB
Proto Labs Inc

Industrials
5.75K
New
$26.71 - $44.77 $154K - $257K
5.75K $224K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
8.58K
+ 53.38%
$15.3 - $20.33 $131K - $174K
24.6K $464K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.03K
New
$87.56 - $119.8 $177K - $243K
2.03K $222K
NTAP
Net App, Inc.

Technology
3.58K
+ 13.76%
$115.31 - $131.11 $413K - $469K
29.6K $3.43M
DUOL
Duolingo, Inc.

Technology
415
+ 20.08%
$278.75 - $373.03 $116K - $155K
2.48K $804K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
10.3K
New
$18.2 - $27.01 $188K - $279K
10.3K $221K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.36K
+ 40.66%
$81.6 - $90.89 $193K - $215K
8.16K $700K
IVZ
Invesco Ltd.

Financial Services
12.8K
+ 37.74%
$16.78 - $18.63 $215K - $239K
46.8K $817K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
17.7K
+ 27.19%
$31.24 - $37.15 $554K - $659K
83K $2.67M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
289
+ 0.36%
$44.28 - $51.47 $12.8K - $14.9K
80.5K $3.82M
GDYN
Grid Dynamics Holdings, Inc.

Technology
9.85K
New
$13.96 - $22.7 $138K - $224K
9.85K $219K
CHWY
Chewy, Inc.

Consumer Cyclical
6.52K
New
$26.51 - $35.87 $173K - $234K
6.52K $218K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
8.9K
New
$24.45 - $24.62 $218K - $219K
8.9K $218K
THG
Hanover Insurance Group, Inc.

Financial Services
868
+ 6.82%
$144.81 - $165.01 $126K - $143K
13.6K $2.1M
RUM
Rumble Inc.

Technology
10.7K
+ 104.11%
$5.18 - $16.27 $55.3K - $174K
20.9K $272K
REVG
Rev Group, Inc.

Industrials
6.82K
New
$26.35 - $35.23 $180K - $240K
6.82K $217K
SNX
Td Synnex Corp

Technology
2.03K
+ 27.36%
$114.71 - $125.79 $233K - $255K
9.46K $1.11M
BSRR
Sierra Bancorp

Financial Services
7.53K
New
$27.32 - $34.59 $206K - $260K
7.53K $217K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
2.88K
New
$71.15 - $76.55 $205K - $220K
2.88K $217K
EQAL
Invesco ETF

ETFs
4.55K
+ 39.52%
$48.01 - $51.95 $218K - $236K
16K $775K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
13.3K
+ 53.33%
$4.34 - $10.57 $57.7K - $140K
38.2K $332K
IAK
Ishares Tr

ETFs
1.71K
New
$123.78 - $138.16 $212K - $236K
1.71K $216K
GSHD
Goosehead Insurance, Inc.

Financial Services
2.01K
New
$87.63 - $129.69 $176K - $260K
2.01K $215K
WHR
Whirlpool Corp

Consumer Cyclical
1.17K
+ 10.74%
$99.28 - $124.45 $116K - $146K
12.1K $1.38M
KMT
Kennametal Inc

Industrials
8.97K
New
$23.74 - $31.23 $213K - $280K
8.97K $215K
LITE
Lumentum Holdings Inc.

Technology
853
+ 12.34%
$61.49 - $94.9 $52.5K - $80.9K
7.77K $652K
AGO
Assured Guaranty LTD

Financial Services
1.07K
+ 9.61%
$79.0 - $94.69 $84.5K - $101K
12.2K $1.1M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.26K
+ 92.32%
$54.29 - $59.49 $231K - $253K
8.87K $486K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
7.3K
New
$28.98 - $32.34 $211K - $236K
7.3K $213K
PFGC
Performance Food Group CO

Consumer Defensive
1.66K
+ 14.19%
$78.03 - $90.57 $129K - $150K
13.3K $1.13M
RPM
Rpm International Inc

Basic Materials
1.18K
+ 3.63%
$120.09 - $140.26 $141K - $165K
33.6K $4.14M
HTZ
Hertz Global Holdings, Inc

Industrials
51.4K
+ 75.97%
$2.78 - $4.92 $143K - $253K
119K $435K
PDI
Pimco Dynamic Income Fund

Financial Services
13K
+ 93.48%
$18.33 - $20.85 $237K - $270K
26.8K $491K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.68K
+ 29.63%
$47.26 - $48.18 $221K - $225K
20.5K $969K
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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