Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DLTH
Duluth Holdings Inc.

Consumer Cyclical
32.2K
+ 64.64%
$2.9 - $4.2 $93.4K - $135K
82K $253K
ALG
Alamo Group Inc

Industrials
288
+ 14.37%
$168.76 - $202.61 $48.6K - $58.4K
2.29K $426K
ERJ
Embraer S.A.

Industrials
1.44K
+ 15.49%
$32.46 - $40.0 $46.8K - $57.6K
10.7K $394K
TMCI
Treace Medical Concepts, Inc.

Healthcare
2.13K
+ 7.15%
$4.66 - $8.78 $9.94K - $18.7K
31.9K $237K
HWC
Hancock Whitney Corp

Financial Services
191
+ 1.24%
$49.12 - $61.04 $9.38K - $11.7K
15.6K $854K
PSMT
Pricesmart Inc

Consumer Defensive
672
+ 8.7%
$83.08 - $96.92 $55.8K - $65.1K
8.39K $773K
TFSL
Tfs Financial Corp

Financial Services
6.2K
+ 14.16%
$12.52 - $14.53 $77.7K - $90.1K
50K $628K
BUG
Global X Fds Cybersecurity ETF

ETFs
2K
New
$30.13 - $34.51 $60.3K - $69K
2K $64K
AMSF
Amerisafe Inc

Financial Services
1.45K
+ 9.18%
N/A
17.2K $755K
MGEE
Mge Energy Inc

Utilities
441
+ 5.18%
$88.55 - $108.16 $39.1K - $47.7K
8.96K $841K
PPG
Ppg Industries Inc

Basic Materials
7.2K
+ 11.76%
$119.09 - $131.37 $857K - $945K
68.4K $8.17M
MLPB
Ubs Ag

ETFs
2.54K
New
$23.6 - $27.14 $59.9K - $68.9K
2.54K $63K
WHD
Cactus, Inc.

Energy
1.34K
+ 11.82%
$56.69 - $69.49 $75.7K - $92.8K
12.6K $736K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
753
+ 14.07%
$104.34 - $118.84 $78.6K - $89.5K
6.1K $636K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
947
New
$67.37 - $73.76 $63.8K - $69.9K
947 $63K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
68
+ 0.21%
$13.56 - $17.2 $922 - $1.17K
33.2K $536K
CURV
Torrid Holdings Inc.

Consumer Cyclical
12.2K
New
$3.18 - $5.32 $38.8K - $64.9K
12.2K $63K
XSW
Spdr S&P Software & Services E

ETFs
7
+ 0.32%
$156.76 - $204.72 $1.1K - $1.43K
2.2K $414K
FNDA
Schwab Fundamental U S Small C

ETFs
142K
+ 102.08%
$29.26 - $59.11 $4.15M - $8.39M
281K $8.35M
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.41K
+ 13.02%
$83.08 - $100.49 $117K - $142K
12.3K $1.04M
OII
Oceaneering International Inc

Energy
1.81K
+ 14.47%
$23.23 - $30.58 $42.1K - $55.4K
14.3K $373K
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.01%
$109.38 - $131.9 $109 - $132
6.74K $804K
ZG
Zillow Group, Inc.

Communication Services
42
+ 0.64%
$56.08 - $82.33 $2.36K - $3.46K
6.58K $466K
RGA
Reinsurance Group Of America Inc

Financial Services
491
+ 4.73%
$201.26 - $231.95 $98.8K - $114K
10.9K $2.32M
MEDP
Medpace Holdings, Inc.

Healthcare
202
+ 4.38%
$308.93 - $363.58 $62.4K - $73.4K
4.82K $1.6M
USM
United States Cellular Corp

Communication Services
37
+ 0.51%
$55.02 - $65.57 $2.04K - $2.43K
7.28K $456K
SUI
Sun Communities Inc

Real Estate
1.44K
+ 15.14%
$119.89 - $139.05 $172K - $200K
10.9K $1.34M
KRE
Spdr S&P Regional Banking ETF

ETFs
220
+ 1.72%
$54.6 - $68.9 $12K - $15.2K
13K $783K
HTHT
Huazhu Group LTD

Consumer Cyclical
4.5K
+ 21.34%
$32.03 - $41.74 $144K - $188K
25.6K $844K
SNN
Smith & Nephew PLC

Healthcare
19.1K
+ 30.62%
$24.29 - $30.81 $463K - $588K
81.4K $2M
ATR
Aptargroup, Inc.

Healthcare
457
+ 11.75%
$156.73 - $176.15 $71.6K - $80.5K
4.35K $682K
LAUR
Laureate Education, Inc.

Consumer Defensive
2.21K
+ 20.29%
$15.29 - $19.71 $33.8K - $43.6K
13.1K $239K
SANA
Sana Biotechnology, Inc.

Healthcare
36.6K
New
$1.6 - $4.36 $58.6K - $160K
36.6K $59K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
597
New
$99.04 - $109.59 $59.1K - $65.4K
597 $59K
PNM
Pnm Resources Inc

Utilities
1.39K
+ 6.3%
N/A
23.5K $979K
DPZ
Dominos Pizza Inc

Consumer Cyclical
193
+ 8.86%
$408.59 - $476.19 $78.9K - $91.9K
2.37K $995K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.26K
+ 9.51%
$46.28 - $50.23 $58.3K - $63.3K
14.5K $682K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
190
+ 2.24%
$105.85 - $112.84 $20.1K - $21.4K
8.67K $956K
IXG
Ishares Global Fin'L ETF

ETFs
516
+ 10.2%
$93.25 - $101.72 $48.1K - $52.5K
5.58K $535K
FNKO
Funko, Inc.

Consumer Cyclical
2.52K
+ 12.83%
$10.09 - $13.65 $25.4K - $34.3K
22.1K $296K
ADT
Adt Inc.

Industrials
8.77K
+ 81.07%
$6.71 - $8.14 $58.8K - $71.4K
19.6K $135K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
1.25K
New
$41.58 - $49.65 $51.9K - $61.9K
1.25K $57K
ADPT
Adaptive Biotechnologies Corp

Healthcare
2.23K
+ 4.53%
$4.37 - $6.78 $9.76K - $15.1K
51.6K $309K
BCH
Bank Of Chile

Financial Services
3.56K
+ 40.01%
$22.55 - $25.02 $80.3K - $89.1K
12.5K $282K
HTBK
Heritage Commerce Corp

Financial Services
11.2K
+ 11.74%
$9.37 - $10.97 $105K - $123K
106K $998K
LGND
Ligand Pharmaceuticals Inc

Healthcare
338
+ 11.67%
$99.95 - $129.9 $33.8K - $43.9K
3.23K $346K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
9.23K
+ 69.8%
$11.46 - $17.04 $106K - $157K
22.5K $274K
ALLY
Ally Financial Inc.

Financial Services
953
+ 1.94%
$34.12 - $39.98 $32.5K - $38.1K
50.1K $1.8M
ENS
Ener Sys

Industrials
1.14K
+ 21.12%
$91.53 - $104.0 $104K - $118K
6.51K $602K
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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