Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PRME
Prime Medicine, Inc.
27.6K
New
$2.64 - $4.46 $72.9K - $123K
27.6K $80K
IESC
Ies Holdings, Inc.

Industrials
386
+ 23.39%
$196.89 - $309.86 $76K - $120K
2.04K $409K
YY
Joyy Inc.

Communication Services
1.15K
+ 19.91%
$33.1 - $42.36 $37.9K - $48.5K
6.9K $288K
QUAL
Ishares Msci Usa Quality Facto

ETFs
894
+ 1.36%
$176.42 - $186.91 $158K - $167K
66.8K $11.9M
CRC
California Resources Corp

Energy
1.76K
+ 8.48%
$50.23 - $59.59 $88.3K - $105K
22.5K $1.17M
BJRI
B Js Restaurants Inc

Consumer Cyclical
1.39K
+ 12.04%
$32.49 - $38.44 $45K - $53.3K
12.9K $453K
FXL
First Tr Exchange Traded Fd Fi

ETFs
18
+ 0.23%
$136.18 - $158.26 $2.45K - $2.85K
7.7K $1.14M
PHYS
Sprott Physical Gold Trust

Financial Services
6.22K
+ 3.35%
$19.66 - $21.66 $122K - $135K
192K $3.86M
BOTZ
Global X Fds

ETFs
3.08K
+ 3.07%
$31.11 - $34.18 $95.7K - $105K
103K $3.3M
AWR
American States Water CO

Utilities
1.8K
+ 16.01%
$77.72 - $87.27 $140K - $157K
13.1K $1.02M
KODK
Eastman Kodak CO

Industrials
2.46K
+ 7.67%
$4.5 - $7.45 $11.1K - $18.4K
34.6K $227K
NLOK
Norton Life Lock Inc.

Technology
3.56K
+ 6.37%
N/A
59.4K $1.28M
IBN
Icici Bank LTD

Financial Services
2.51K
+ 5.24%
$28.69 - $31.9 $72K - $80.1K
50.4K $1.51M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
1.32K
+ 14.89%
$28.6 - $34.92 $37.6K - $46K
10.2K $337K
MTN
Vail Resorts Inc

Consumer Cyclical
227
+ 9.0%
$165.69 - $195.44 $37.6K - $44.4K
2.75K $515K
POWL
Powell Industries Inc

Industrials
347
+ 13.28%
$221.65 - $352.37 $76.9K - $122K
2.96K $655K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.74K
+ 27.55%
$49.28 - $52.29 $85.8K - $91.1K
8.07K $398K
AMH
American Homes 4 Rent

Real Estate
2.37K
+ 16.73%
$35.02 - $39.25 $83.1K - $93.1K
16.6K $619K
APPN
Appian Corp

Technology
2.55K
+ 31.05%
$30.53 - $41.56 $77.7K - $106K
10.7K $354K
DXC
Dxc Technology CO

Technology
4.42K
+ 23.74%
$19.59 - $22.83 $86.5K - $101K
23K $460K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
22.3K
New
$2.93 - $3.82 $65.5K - $85.3K
22.3K $74K
VERV
Verve Therapeutics, Inc.

Healthcare
11.6K
+ 111.82%
$4.5 - $7.19 $52.4K - $83.7K
22K $124K
CVBF
Cvb Financial Corp

Financial Services
3.5K
New
$17.39 - $24.0 $60.9K - $84K
3.5K $74K
STKL
Sun Opta Inc.

Consumer Defensive
4.33K
+ 14.09%
$5.72 - $7.89 $24.8K - $34.2K
35K $269K
LSTR
Landstar System Inc

Industrials
817
+ 20.46%
$171.86 - $192.81 $140K - $158K
4.81K $826K
FOUR
Shift4 Payments, Inc.

Technology
210
+ 6.34%
$88.26 - $114.95 $18.5K - $24.1K
3.52K $365K
STLD
Steel Dynamics Inc

Basic Materials
730
+ 2.67%
N/A
28.1K $2.75M
ALKT
Alkami Technology, Inc.

Technology
775
+ 9.21%
$31.06 - $42.22 $24.1K - $32.7K
9.19K $337K
IWL
Ishares Tr Russell 200 ETF

ETFs
189
+ 1.8%
$138.92 - $149.97 $26.3K - $28.3K
10.7K $1.55M
PRI
Primerica, Inc.

Financial Services
127
+ 2.09%
$265.71 - $304.93 $33.7K - $38.7K
6.21K $1.69M
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.24K
+ 12.48%
$23.14 - $26.91 $74.9K - $87.1K
29.2K $695K
FRPT
Freshpet, Inc.

Consumer Defensive
344
+ 19.77%
$132.54 - $156.76 $45.6K - $53.9K
2.08K $308K
TCMD
Tactile Systems Technology Inc

Healthcare
2.23K
+ 17.48%
$13.43 - $19.54 $30K - $43.7K
15K $257K
SOXX
Ishares Semiconductor ETF

ETFs
1.68K
+ 8.73%
$211.27 - $239.8 $356K - $404K
21K $4.52M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
3.49K
+ 3.96%
N/A
91.6K $1.86M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
2.5K
New
$24.84 - $30.54 $62.1K - $76.4K
2.5K $70K
AMPS
Altus Power, Inc.

Utilities
17.3K
New
$2.75 - $4.36 $47.4K - $75.2K
17.3K $70K
CIVI
Civitas Resources, Inc.

Energy
2.87K
+ 22.31%
$42.79 - $54.92 $123K - $158K
15.8K $722K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.07K
+ 25.69%
$70.12 - $75.48 $74.7K - $80.5K
5.22K $368K
IPGP
Ipg Photonics Corp

Technology
1.09K
+ 17.94%
$71.88 - $85.75 $78.3K - $93.4K
7.16K $520K
BRX
Brixmor Property Group Inc.

Real Estate
3K
+ 19.39%
N/A
18.5K $420K
HELE
Helen Of Troy LTD

Consumer Defensive
1.27K
+ 31.43%
$59.46 - $73.79 $75.4K - $93.6K
5.3K $317K
USCI
United States Commodity Index Funds Trust

ETFs
673
+ 10.27%
$61.93 - $66.56 $41.7K - $44.8K
7.22K $477K
ATEN
A10 Networks, Inc.

Technology
1.35K
+ 12.81%
$14.15 - $19.2 $19.1K - $25.9K
11.9K $218K
RMNI
Rimini Street, Inc.

Technology
25.1K
New
$1.59 - $2.82 $40K - $70.9K
25.1K $67K
LNC
Lincoln National Corp

Financial Services
1.98K
+ 9.03%
$30.46 - $36.84 $60.3K - $72.9K
23.9K $757K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.74K
+ 14.55%
$41.64 - $45.75 $72.4K - $79.6K
13.7K $572K
LBRT
Liberty Energy Inc.

Energy
2.61K
+ 13.42%
$16.68 - $20.84 $43.6K - $54.4K
22.1K $438K
EC
Ecopetrol S.A.

Energy
14.2K
+ 31.55%
$7.36 - $9.04 $104K - $128K
59.1K $468K
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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