Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAND
Bandwidth Inc.

Technology
11.1K
New
$16.89 - $21.84 $187K - $242K
11.1K $188K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.28K
+ 88.93%
$45.83 - $48.07 $196K - $205K
9.08K $417K
CMCO
Columbus Mckinnon Corp

Industrials
4.69K
+ 45.76%
$31.42 - $40.59 $147K - $190K
14.9K $556K
DOLE
Dole PLC

Consumer Defensive
13.8K
New
$13.45 - $16.84 $186K - $233K
13.8K $187K
TPG
Tpg Inc.

Financial Services
2.07K
+ 19.2%
$58.29 - $71.51 $121K - $148K
12.9K $807K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1.55K
+ 11.2%
$42.99 - $56.89 $66.4K - $87.9K
15.3K $811K
PUBM
Pub Matic, Inc.

Technology
12.7K
New
$14.35 - $16.94 $182K - $215K
12.7K $186K
RL
Ralph Lauren Corp

Consumer Cyclical
555
+ 35.83%
$192.23 - $233.41 $107K - $130K
2.1K $485K
VNO
Vornado Realty Trust

Real Estate
2.45K
+ 7.92%
$38.63 - $45.76 $94.8K - $112K
33.4K $1.41M
IYF
Ishares Tr

ETFs
786
+ 5.41%
$102.7 - $119.05 $80.7K - $93.6K
15.3K $1.69M
MCBS
Metro City Bankshares, Inc.

Financial Services
5.33K
+ 49.32%
$28.95 - $35.43 $154K - $189K
16.1K $515K
AMPL
Amplitude, Inc.

Technology
13.5K
+ 51.77%
$8.51 - $11.89 $115K - $161K
39.7K $418K
SMR
Nuscale Power Corp

Industrials
10.3K
New
$11.69 - $30.21 $120K - $311K
10.3K $184K
DIV
Global X Superdividend Us ETF

ETFs
10.7K
New
N/A
10.7K $183K
LANC
Lancaster Colony Corp

Consumer Defensive
1.13K
+ 29.97%
$172.18 - $200.28 $195K - $227K
4.91K $850K
AVSC
American Centy ETF Tr Avantis
3.13K
+ 8.45%
$52.7 - $59.57 $165K - $187K
40.2K $2.18M
ESS
Essex Property Trust, Inc.

Real Estate
672
+ 10.9%
N/A
6.84K $1.87M
FHI
Federated Hermes, Inc.

Financial Services
2.53K
+ 14.11%
$36.01 - $43.31 $90.9K - $109K
20.4K $839K
RVMD
Revolution Medicines, Inc.

Healthcare
5.52K
+ 14.57%
$42.97 - $60.6 $237K - $334K
43.4K $1.9M
BMRC
Bank Of Marin Bancorp

Financial Services
4.89K
+ 27.18%
$19.26 - $26.57 $94.1K - $130K
22.9K $543K
ARCB
Arcbest Corp

Industrials
2.72K
+ 55.2%
$93.08 - $121.9 $253K - $332K
7.66K $714K
UNFI
United Natural Foods Inc

Consumer Defensive
1.37K
+ 10.16%
$19.1 - $29.62 $26.2K - $40.6K
14.9K $406K
CASY
Caseys General Stores Inc

Consumer Cyclical
24
+ 0.29%
$366.65 - $427.88 $8.8K - $10.3K
8.22K $3.26M
PR
Permian Resources Corporation

Energy
8.93K
+ 14.12%
$13.41 - $16.21 $120K - $145K
72.2K $1.04M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
12.4K
+ 72.19%
$12.98 - $13.79 $160K - $170K
29.5K $396K
UDR
Udr, Inc.

Real Estate
4.79K
+ 30.45%
$41.3 - $46.33 $198K - $222K
20.5K $890K
TALK
Talkspace, Inc.

Healthcare
49.1K
+ 186.02%
$2.11 - $3.61 $104K - $177K
75.5K $233K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
999
+ 7.82%
$83.95 - $99.75 $83.9K - $99.7K
13.8K $1.23M
HLMN
Hillman Solutions Corp.

Industrials
20.5K
+ 74.22%
$9.66 - $11.54 $198K - $236K
48.1K $468K
WNC
Wabash National Corp

Industrials
10.3K
New
$16.84 - $20.26 $173K - $208K
10.3K $176K
AURA
Aura Biosciences, Inc.

Healthcare
21.4K
New
$8.11 - $11.74 $174K - $251K
21.4K $176K
NFBK
Northfield Bancorp, Inc.

Financial Services
15K
+ 26.81%
$11.03 - $14.1 $166K - $212K
71K $825K
TRC
Tejon Ranch CO

Industrials
11K
New
$14.82 - $17.5 $164K - $193K
11K $175K
EVR
Evercore Inc.

Financial Services
285
+ 7.05%
$247.66 - $315.67 $70.6K - $90K
4.33K $1.2M
PAGS
Pag Seguro Digital Ltd.

Technology
32.8K
+ 246.08%
$6.19 - $8.51 $203K - $279K
46.1K $288K
ADTN
Adtran Inc

Technology
5.14K
+ 9.39%
$5.75 - $8.86 $29.5K - $45.5K
59.8K $498K
HUBB
Hubbell Inc

Industrials
505
+ 12.19%
$418.89 - $472.12 $212K - $238K
4.65K $1.95M
M
Macy'S, Inc.

Consumer Cyclical
6.06K
+ 10.58%
$14.56 - $18.1 $88.3K - $110K
63.4K $1.07M
IPAR
Inter Parfums Inc

Consumer Defensive
1.27K
+ 40.95%
$118.08 - $139.92 $150K - $178K
4.38K $575K
MBI
Mbia Inc

Financial Services
26.7K
New
$3.34 - $7.03 $89.3K - $188K
26.7K $172K
WEST
Westrock Coffee Holdings, LLC
27.5K
New
$5.53 - $8.26 $152K - $227K
27.5K $172K
LC
Lending Club Corp

Financial Services
692
+ 2.05%
$11.15 - $17.91 $7.72K - $12.4K
34.4K $556K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.5K
+ 3.13%
$40.15 - $42.9 $221K - $236K
181K $7.31M
DHS
Wisdomtree Tr U.S

ETFs
1.92K
+ 9.32%
$92.66 - $100.58 $178K - $193K
22.5K $2.1M
RBCAA
Republic Bancorp Inc

Financial Services
2.19K
+ 54.62%
$61.27 - $78.12 $134K - $171K
6.19K $432K
RDVY
First Trust Rising Dividend Ac

ETFs
2.87K
+ 77.32%
$58.65 - $64.37 $168K - $185K
6.58K $389K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
90
+ 0.98%
$78.5 - $102.01 $7.07K - $9.18K
9.23K $912K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
11.8K
New
$14.4 - $16.03 $170K - $190K
11.8K $170K
BIO
Bio Rad Laboratories, Inc.

Healthcare
549
+ 33.64%
$313.15 - $374.28 $172K - $205K
2.18K $716K
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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