Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
542
+ 1.94%
$104.52 - $115.08 $56.6K - $62.4K
28.5K $3.01M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
863
+ 11.53%
$108.6 - $115.42 $93.7K - $99.6K
8.35K $911K
UBSI
United Bankshares Inc

Financial Services
810
+ 1.57%
$35.53 - $43.29 $28.8K - $35.1K
52.4K $1.97M
COLM
Columbia Sportswear CO

Consumer Cyclical
550
+ 6.32%
$75.7 - $90.71 $41.6K - $49.9K
9.25K $776K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
506
+ 2.96%
$78.43 - $87.17 $39.7K - $44.1K
17.6K $1.41M
TOWN
Towne Bank (Va)

Financial Services
1.01K
+ 5.27%
$31.98 - $37.62 $32.2K - $37.8K
20.1K $683K
ANVS
Annovis Bio, Inc.

Healthcare
10.5K
New
$4.37 - $9.87 $45.7K - $103K
10.5K $52K
FULT
Fulton Financial Corp

Financial Services
633
+ 1.89%
$16.97 - $21.99 $10.7K - $13.9K
34.2K $659K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.83K
+ 11.88%
$42.79 - $44.9 $78.4K - $82.3K
17.3K $740K
DH
Definitive Healthcare Corp.

Healthcare
12.6K
New
$4.08 - $4.77 $51.5K - $60.2K
12.6K $51K
BEAM
Beam Therapeutics Inc.

Healthcare
1.85K
+ 15.52%
$21.55 - $30.35 $40K - $56.3K
13.8K $342K
FR
First Industrial Realty Trust Inc

Real Estate
1.54K
+ 33.37%
$49.6 - $55.9 $76.4K - $86.1K
6.16K $308K
CASS
Cass Information Systems Inc

Industrials
1.27K
+ 25.77%
$39.91 - $46.17 $50.8K - $58.8K
6.21K $254K
MD
Mednax, Inc.

Healthcare
266
+ 0.87%
$11.83 - $16.08 $3.15K - $4.28K
30.9K $405K
CATY
Cathay General Bancorp

Financial Services
34
+ 0.32%
$41.63 - $53.85 $1.42K - $1.83K
10.6K $502K
HBNC
Horizon Bancorp Inc

Financial Services
1.13K
+ 2.04%
$14.57 - $18.76 $16.5K - $21.3K
56.8K $915K
OMAB
Central North Airport Group

Industrials
660
+ 12.27%
$62.93 - $74.04 $41.5K - $48.9K
6.04K $414K
ROIC
Retail Opportunity Investments Corp

Real Estate
1.11K
+ 5.82%
$15.41 - $17.47 $17K - $19.3K
20.1K $348K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.02K
+ 16.38%
$53.0 - $55.5 $53.8K - $56.3K
7.21K $383K
MAT
Mattel Inc

Consumer Cyclical
3.87K
+ 25.73%
$17.68 - $20.38 $68.4K - $78.8K
18.9K $334K
REPL
Replimune Group, Inc.

Healthcare
1.99K
+ 9.47%
$10.54 - $14.93 $21K - $29.8K
23K $279K
NEU
Newmarket Corp

Basic Materials
139
+ 12.98%
$519.96 - $563.85 $72.3K - $78.4K
1.21K $639K
TRS
Trimas Corp

Consumer Cyclical
2.93K
+ 11.87%
$24.47 - $28.33 $71.8K - $83.1K
27.6K $679K
RWL
Invesco Exchange Traded Fd Tr

ETFs
505
+ 9.04%
$97.11 - $104.1 $49K - $52.6K
6.09K $596K
WTTR
Select Energy Services, Inc.

Energy
1.98K
+ 19.6%
$10.31 - $15.0 $20.4K - $29.7K
12.1K $160K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
6.53K
+ 39.35%
$7.83 - $8.16 $51.1K - $53.2K
23.1K $181K
PB
Prosperity Bancshares Inc

Financial Services
466
+ 11.92%
$70.04 - $85.07 $32.6K - $39.6K
4.38K $329K
BARK
Bark, Inc.

Consumer Cyclical
26.5K
New
$1.32 - $2.4 $34.9K - $63.5K
26.5K $48K
SVRA
Savara Inc

Healthcare
15.9K
New
$2.94 - $4.07 $46.6K - $64.6K
15.9K $48K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.25K
+ 2.48%
$50.35 - $50.69 $62.7K - $63.2K
51.6K $2.6M
IBRX
Immunity Bio, Inc.

Healthcare
18.7K
New
$2.56 - $6.17 $47.9K - $115K
18.7K $47K
CATH
Global X Fds Global X S&P 500

ETFs
87
+ 0.31%
$68.5 - $73.81 $5.96K - $6.42K
27.9K $1.98M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
4.99K
+ 33.84%
$6.27 - $8.49 $31.3K - $42.4K
19.7K $143K
YORW
York Water CO

Utilities
1.47K
New
$32.72 - $38.15 $48K - $55.9K
1.47K $47K
ESAB
Esab Corp

Industrials
116
+ 4.91%
$102.05 - $135.08 $11.8K - $15.7K
2.48K $298K
HWKN
Hawkins Inc

Basic Materials
553
+ 12.74%
$106.23 - $137.61 $58.7K - $76.1K
4.89K $600K
CVE
Cenovus Energy Inc.

Energy
36.6K
+ 11.38%
$14.35 - $18.36 $525K - $672K
358K $5.43M
GNRC
Generac Holdings Inc.

Industrials
1K
+ 3.58%
$154.28 - $195.11 $155K - $196K
29K $4.5M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
317
+ 5.18%
$192.71 - $203.05 $61.1K - $64.4K
6.44K $1.25M
SGRY
Surgery Partners, Inc.

Healthcare
6.39K
+ 79.65%
$19.61 - $33.03 $125K - $211K
14.4K $304K
HONE
Harbor One Bancorp, Inc.

Financial Services
5.17K
+ 38.85%
$11.46 - $13.49 $59.3K - $69.8K
18.5K $218K
HERO
Global X Fds Video Games & Esp

ETFs
2K
New
$22.79 - $25.51 $45.6K - $51K
2K $46K
BCPC
Balchem Corp

Basic Materials
1.06K
+ 10.8%
$163.0 - $183.41 $172K - $194K
10.8K $1.77M
POST
Post Holdings, Inc.

Consumer Defensive
428
+ 19.02%
$106.14 - $120.72 $45.4K - $51.7K
2.68K $306K
IBTX
Independent Bank Group, Inc.

Financial Services
751
New
$55.72 - $67.74 $41.8K - $50.9K
751 $45K
GFF
Griffon Corp

Industrials
499
+ 6.96%
$62.88 - $85.16 $31.4K - $42.5K
7.67K $546K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.12K
+ 18.82%
$74.68 - $81.45 $83.8K - $91.4K
7.08K $529K
ERIC
Ericsson Lm Telephone CO

Technology
4.61K
+ 31.34%
$7.36 - $8.59 $33.9K - $39.6K
19.3K $155K
EPP
Ishares Inc

ETFs
2.71K
+ 18.33%
$43.59 - $49.13 $118K - $133K
17.5K $765K
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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