Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IAT
Ishares Tr

ETFs
91
+ 0.89%
$46.07 - $56.9 $4.19K - $5.18K
10.3K $516K
CION
Cion Investment Corp

Financial Services
3.44K
+ 24.85%
$11.25 - $12.08 $38.7K - $41.5K
17.3K $196K
IDU
Ishares Tr U S Utils ETF

ETFs
548
+ 16.01%
$94.65 - $105.73 $51.9K - $57.9K
3.97K $381K
RMR
Rmr Group Inc.

Real Estate
1.58K
New
$20.29 - $25.78 $32K - $40.6K
1.58K $32K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.01K
+ 14.47%
N/A
8.02K $252K
AB
Alliancebernstein Holding L.P.

Financial Services
7
+ 0.05%
$34.59 - $38.68 $242 - $271
15K $556K
MMT
Mfs Multimarket Income Trust

Financial Services
7K
New
$4.57 - $4.88 $32K - $34.2K
7K $32K
RRBI
Red River Bancshares Inc

Financial Services
6
+ 0.04%
$49.09 - $61.04 $295 - $366
16K $866K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
3.6K
+ 19.46%
$36.36 - $43.93 $131K - $158K
22.1K $804K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
382
+ 21.94%
$119.34 - $127.78 $45.6K - $48.8K
2.12K $253K
JMIA
Jumia Technologies Ag

Consumer Cyclical
13.9K
+ 95.38%
$3.64 - $5.87 $50.5K - $81.4K
28.4K $108K
INDI
Indie Semiconductor, Inc.

Technology
7.47K
+ 39.7%
$3.31 - $5.48 $24.7K - $40.9K
26.3K $106K
PHI
Pldt Inc.

Communication Services
16.2K
+ 23.86%
$21.06 - $27.58 $341K - $447K
84.1K $1.86M
KRNT
Kornit Digital Ltd.

Industrials
987
New
$22.89 - $32.91 $22.6K - $32.5K
987 $30K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
704
+ 11.87%
$37.46 - $43.08 $26.4K - $30.3K
6.64K $252K
GRAB
Grab Holdings LTD

Technology
1.06K
+ 3.87%
$3.6 - $5.67 $3.83K - $6.03K
28.5K $134K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
1.97K
+ 7.68%
$29.27 - $35.99 $57.5K - $70.7K
27.5K $828K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
2.76K
+ 27.52%
$13.32 - $14.3 $36.8K - $39.5K
12.8K $171K
JPIE
J P Morgan Exchange Traded Fd
814
+ 7.81%
$45.59 - $46.25 $37.1K - $37.6K
11.2K $512K
PWZ
Invesco California Amt Free Mu

ETFs
1.49K
+ 7.55%
$24.49 - $25.25 $36.4K - $37.6K
21.2K $523K
AVNS
Avanos Medical, Inc.

Healthcare
1.79K
New
$15.58 - $23.61 $27.9K - $42.3K
1.79K $28K
SDGR
Schrodinger, Inc.

Healthcare
607
+ 2.73%
$16.98 - $22.57 $10.3K - $13.7K
22.8K $439K
EVGO
E Vgo Inc.

Consumer Cyclical
7.31K
+ 54.69%
$3.84 - $8.92 $28.1K - $65.2K
20.7K $83K
AHH
Armada Hoffler Properties, Inc.

Real Estate
2.66K
New
$10.06 - $11.26 $26.8K - $30K
2.66K $27K
MOMO
Hello Group Inc.

Communication Services
3.11K
+ 9.61%
$6.32 - $7.86 $19.7K - $24.5K
35.5K $273K
PLUG
Plug Power Inc

Industrials
19.9K
+ 17.22%
$1.87 - $2.67 $37.2K - $53.2K
136K $288K
SPTN
Spartan Nash CO

Consumer Defensive
4.45K
+ 33.79%
$18.02 - $22.59 $80.2K - $101K
17.6K $322K
COMM
Comm Scope Holding Company, Inc.

Technology
7.04K
+ 59.07%
$4.12 - $6.95 $29K - $48.9K
19K $98K
FFWM
First Foundation Inc.

Financial Services
4.23K
+ 25.66%
$5.88 - $8.25 $24.8K - $34.9K
20.7K $128K
EAF
Graftech International LTD

Industrials
15.5K
New
$1.36 - $2.26 $21.1K - $35.1K
15.5K $26K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
522
+ 10.31%
$73.19 - $81.02 $38.2K - $42.3K
5.59K $414K
LASR
Nlight, Inc.

Technology
2.65K
+ 20.85%
$9.88 - $14.68 $26.2K - $38.9K
15.4K $161K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.16K
+ 3.05%
$25.33 - $27.57 $29.3K - $31.9K
39.1K $1.01M
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
9.31K
+ 78.9%
$2.27 - $3.84 $21.1K - $35.8K
21.1K $55K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
108
+ 0.77%
$11.18 - $13.68 $1.21K - $1.48K
14.2K $180K
OC
Owens Corning

Industrials
498
+ 5.09%
$169.41 - $210.81 $84.4K - $105K
10.3K $1.75M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
264
+ 1.33%
$23.18 - $31.27 $6.12K - $8.26K
20.1K $529K
CHCT
Community Healthcare Trust Inc

Real Estate
1.33K
New
$16.06 - $19.35 $21.4K - $25.8K
1.33K $25K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
3.58K
+ 27.72%
$8.51 - $9.15 $30.5K - $32.8K
16.5K $141K
CPNG
Coupang, Inc.

Consumer Cyclical
2.82K
+ 19.56%
$21.98 - $26.89 $61.9K - $75.8K
17.2K $378K
FNX
First Tr Mid Cap Core Alphadex

ETFs
302
+ 4.32%
$114.77 - $127.28 $34.7K - $38.4K
7.3K $844K
WRLD
World Acceptance Corp

Financial Services
225
New
$108.04 - $126.46 $24.3K - $28.5K
225 $25K
ARIS
Aris Water Solutions, Inc.

Utilities
1.05K
New
$15.05 - $27.52 $15.9K - $29K
1.05K $25K
HNRG
Hallador Energy CO

Energy
2.23K
New
$8.9 - $13.49 $19.9K - $30.1K
2.23K $25K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
3.23K
+ 13.28%
$16.73 - $19.67 $54K - $63.4K
27.5K $476K
VRRM
Verra Mobility Corp

Industrials
4.52K
+ 19.32%
$22.68 - $27.76 $103K - $126K
27.9K $675K
OEF
Ishares S&P 100 ETF

ETFs
90
+ 0.23%
N/A
38.6K $10.3M
TWST
Twist Bioscience Corp

Healthcare
377
+ 8.11%
$36.89 - $52.7 $13.9K - $19.9K
5.02K $233K
MNKD
Mannkind Corp

Healthcare
938
+ 0.79%
$5.93 - $7.44 $5.56K - $6.98K
119K $767K
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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