Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRDF
Cardiff Oncology, Inc.

Healthcare
7.4K
+ 13.81%
$2.31 - $5.35 $17.1K - $39.6K
61K $264K
CDMO
Avid Bioservices, Inc.

Healthcare
8.13K
+ 40.28%
$9.96 - $12.36 $80.9K - $100K
28.3K $349K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1.19K
+ 15.51%
$104.54 - $137.94 $125K - $164K
8.87K $1.08M
TFII
Tfi International Inc.

Industrials
926
+ 29.51%
$131.69 - $153.91 $122K - $143K
4.06K $549K
SUZ
Suzano S.A.

Basic Materials
11.3K
+ 22.8%
$9.65 - $10.93 $109K - $123K
60.7K $613K
CLIR
Clear Sign Technologies Corp

Industrials
3.22K
+ 1.55%
$0.77 - $1.51 $2.48K - $4.86K
210K $296K
MSGS
Madison Square Garden Sports Corp.

Communication Services
331
+ 13.02%
$208.82 - $235.85 $69.1K - $78.1K
2.87K $648K
NJR
New Jersey Resources Corp

Utilities
2.79K
+ 13.59%
$45.17 - $51.61 $126K - $144K
23.3K $1.09M
URG
Ur Energy Inc

Energy
104K
+ 317.61%
$1.1 - $1.39 $114K - $144K
137K $157K
APLD
Applied Blockchain, Inc.

Financial Services
15.7K
New
$5.97 - $10.68 $93.8K - $168K
15.7K $118K
ABCL
Ab Cellera Biologics Inc.

Healthcare
35.6K
+ 99.52%
$2.48 - $3.15 $88.4K - $112K
71.4K $209K
UYG
Proshares Ultra Financials

ETFs
1.1K
+ 41.82%
$75.09 - $96.7 $82.4K - $106K
3.72K $317K
OUNZ
Van Eck Merk Gold Trust

ETFs
4.77K
+ 8.2%
$24.72 - $26.9 $118K - $128K
62.9K $1.59M
QBTS
D Wave Quantum Inc.

Technology
13.9K
New
$0.89 - $9.91 $12.3K - $137K
13.9K $116K
DOX
Amdocs LTD

Technology
1.77K
+ 11.69%
$82.94 - $92.86 $146K - $164K
16.9K $1.44M
IAS
Integral Ad Science Holding Corp.

Communication Services
11.1K
New
$10.1 - $12.72 $112K - $141K
11.1K $115K
BCOV
Brightcove Inc

Technology
26.6K
New
$2.07 - $4.38 $55K - $116K
26.6K $115K
GAL
Ssga Active ETF Tr

ETFs
3.08K
+ 19.62%
$44.18 - $45.9 $136K - $142K
18.8K $830K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.3K
+ 38.98%
$83.09 - $89.28 $108K - $116K
4.62K $392K
ARCH
Arch Resources, Inc.

Energy
694
+ 13.13%
$134.17 - $175.55 $93.1K - $122K
5.98K $844K
CEIX
Consol Energy Inc.

Energy
975
+ 18.72%
$101.36 - $133.33 $98.8K - $130K
6.18K $659K
FNV
Franco Nevada Corp

Basic Materials
1.67K
+ 13.42%
$113.26 - $137.22 $189K - $229K
14.1K $1.66M
AMBC
Ambac Financial Group Inc

Financial Services
7.31K
+ 52.54%
$10.97 - $13.55 $80.1K - $99K
21.2K $268K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
10.2K
New
$10.95 - $12.01 $112K - $123K
10.2K $113K
HNST
Honest Company, Inc.

Consumer Cyclical
10.9K
+ 99.81%
$3.36 - $8.57 $36.6K - $93.4K
21.8K $151K
EGP
Eastgroup Properties Inc

Real Estate
1.11K
+ 43.56%
$158.74 - $185.14 $177K - $206K
3.67K $588K
MCO
Moodys Corp

Financial Services
291
+ 1.23%
$454.04 - $500.88 $132K - $146K
24K $11.4M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
17K
+ 137.72%
$1.38 - $4.81 $23.5K - $81.9K
29.4K $130K
BRCC
Brc Inc.

Consumer Defensive
40.4K
+ 71.88%
$2.82 - $3.5 $114K - $141K
96.5K $304K
MT
Arcelor Mittal

Basic Materials
13.1K
+ 21.4%
$22.93 - $26.51 $300K - $347K
74.3K $1.72M
EHAB
Enhabit, Inc.

Healthcare
14.4K
New
$6.93 - $8.75 $99.7K - $126K
14.4K $112K
AMCX
Amc Networks Inc.

Communication Services
11.4K
New
$7.66 - $9.92 $87.1K - $113K
11.4K $112K
HP
Helmerich & Payne, Inc.

Energy
2.28K
+ 9.64%
$30.3 - $36.81 $69.1K - $83.9K
25.9K $830K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.48K
+ 37.7%
$49.87 - $52.46 $123K - $130K
9.04K $451K
TRN
Trinity Industries Inc

Industrials
3.03K
+ 17.41%
$32.58 - $38.37 $98.6K - $116K
20.4K $716K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.21K
+ 57.6%
$26.05 - $29.17 $136K - $152K
14.2K $373K
AL
Air Lease Corp

Industrials
1.67K
+ 16.14%
$42.79 - $52.16 $71.5K - $87.1K
12K $579K
ATSG
Air Transport Services Group, Inc.

Industrials
1.49K
+ 11.16%
$14.67 - $22.23 $21.9K - $33.2K
14.9K $326K
LSEA
Landsea Homes Corp

Real Estate
13K
New
$8.49 - $12.63 $111K - $165K
13K $110K
INVH
Invitation Homes Inc.

Real Estate
6.12K
+ 23.41%
$31.4 - $34.69 $192K - $212K
32.2K $1.03M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
984
+ 10.83%
$38.7 - $51.36 $38.1K - $50.5K
10.1K $477K
PAAS
Pan American Silver Corp

Basic Materials
6.47K
+ 19.6%
$19.94 - $25.85 $129K - $167K
39.5K $798K
CRVL
Corvel Corp

Financial Services
4.91K
+ 242.01%
$111.26 - $370.61 $546K - $1.82M
6.94K $771K
GEF
Greif, Inc

Consumer Cyclical
2.02K
+ 20.99%
$60.32 - $72.15 $122K - $145K
11.6K $710K
TVTX
Travere Therapeutics, Inc.

Healthcare
1.52K
+ 6.36%
$13.65 - $19.85 $20.8K - $30.2K
25.5K $443K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.22K
+ 16.22%
$109.14 - $121.63 $133K - $148K
8.71K $957K
TECH
Bio Techne Corp

Healthcare
3.51K
+ 18.98%
$66.37 - $78.17 $233K - $275K
22K $1.59M
NABL
N Able, Inc.

Technology
11.5K
New
$9.34 - $12.72 $107K - $146K
11.5K $107K
PWFL
Power Fleet, Inc.

Technology
21.6K
New
N/A
21.6K $107K
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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