Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSP
Viant Technology Inc.

Technology
147
New
$10.7 - $21.04 $1.57K - $3.09K
147 $2K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
289
New
$9.46 - $12.42 $2.73K - $3.59K
289 $2K
PL
Planet Labs Pbc

Industrials
612
New
$2.1 - $4.52 $1.29K - $2.77K
612 $2K
ERAS
Erasca, Inc.

Healthcare
2.67K
+ 13.34%
$2.44 - $3.23 $6.51K - $8.62K
22.7K $56K
LYTS
Lsi Industries Inc

Technology
111
New
$15.88 - $20.86 $1.76K - $2.32K
111 $2K
RYI
Ryerson Holding Corp

Industrials
132
New
$18.17 - $26.12 $2.4K - $3.45K
132 $2K
NBN
Northeast Bk Lewiston Me Com

Financial Services
30
New
$74.9 - $103.33 $2.25K - $3.1K
30 $2K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
200
+ 3.65%
$48.12 - $52.79 $9.62K - $10.6K
5.68K $274K
DNOW
Now Inc.

Energy
92
New
$11.65 - $15.23 $1.07K - $1.4K
92 $1K
LPG
Dorian Lpg Ltd.

Energy
64
New
$22.69 - $36.35 $1.45K - $2.33K
64 $1K
KMPH
Kempharm, Inc

Healthcare
370
New
N/A
370 $1K
MTRX
Matrix Service CO

Industrials
124
New
$11.14 - $13.45 $1.38K - $1.67K
124 $1K
FTV
Fortive Corp

Technology
1.59K
+ 5.28%
$71.16 - $79.68 $113K - $127K
31.7K $2.38M
LESL
Leslie'S, Inc.

Consumer Cyclical
10.5K
+ 43.09%
$2.06 - $3.51 $21.6K - $36.8K
34.8K $77K
VMD
Viemed Healthcare, Inc.

Healthcare
174
New
$7.43 - $9.51 $1.29K - $1.65K
174 $1K
RCUS
Arcus Biosciences, Inc.

Healthcare
79
New
$14.28 - $18.44 $1.13K - $1.46K
79 $1K
LEU
Centrus Energy Corp

Energy
22
New
$55.8 - $109.53 $1.23K - $2.41K
22 $1K
PLAB
Photronics Inc

Technology
538
+ 5.33%
$22.8 - $28.06 $12.3K - $15.1K
10.6K $250K
EVER
Ever Quote, Inc.

Communication Services
81
New
$16.8 - $21.02 $1.36K - $1.7K
81 $1K
GCMG
Gcm Grosvenor Inc.

Financial Services
128
New
$11.1 - $12.46 $1.42K - $1.59K
128 $1K
LEVI
Levi Strauss & CO

Consumer Cyclical
69
New
$15.8 - $21.68 $1.09K - $1.5K
69 $1K
ASLE
Aer Sale Corp

Industrials
249
New
$4.55 - $6.57 $1.13K - $1.64K
249 $1K
PHR
Phreesia, Inc.

Healthcare
72
New
$18.04 - $25.76 $1.3K - $1.85K
72 $1K
SPT
Sprout Social, Inc.

Technology
44
New
$26.49 - $36.24 $1.17K - $1.59K
44 $1K
ROCK
Gibraltar Industries, Inc.

Industrials
22
New
$58.67 - $73.99 $1.29K - $1.63K
22 $1K
HLIT
Harmonic Inc

Technology
107
New
$10.96 - $14.82 $1.17K - $1.59K
107 $1K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
147
New
$10.4 - $12.75 $1.53K - $1.87K
147 $1K
BWMN
Bowman Consulting Group Ltd.

Industrials
66
New
$20.0 - $28.42 $1.32K - $1.88K
66 $1K
DV
Double Verify Holdings, Inc.

Technology
79
New
$16.24 - $21.06 $1.28K - $1.66K
79 $1K
BLND
Blend Labs, Inc.

Technology
391
New
$3.31 - $5.35 $1.29K - $2.09K
391 $1K
RXST
Rx Sight, Inc.

Healthcare
41
New
$33.66 - $54.73 $1.38K - $2.24K
41 $1K
NUVL
Nuvalent, Inc.

Healthcare
697
+ 30.75%
$77.87 - $104.93 $54.3K - $73.1K
2.96K $232K
SPOK
Spok Holdings, Inc

Healthcare
100
New
$14.47 - $17.05 $1.45K - $1.71K
100 $1K
VSEC
Vse Corp

Industrials
17
New
$83.31 - $121.36 $1.42K - $2.06K
17 $1K
CRK
Comstock Resources Inc

Energy
104
New
$11.15 - $18.92 $1.16K - $1.97K
104 $1K
AMSC
American Superconductor Corp

Industrials
49
New
$21.33 - $36.81 $1.05K - $1.8K
49 $1K
WEAV
Weave Communications, Inc.

Technology
124
New
$12.47 - $16.19 $1.55K - $2.01K
124 $1K
ZIMV
Zim Vie Inc.

Healthcare
124
New
$13.21 - $16.0 $1.64K - $1.98K
124 $1K
THRD
Third Harmonic Bio, Inc.

Healthcare
130
New
$10.29 - $15.4 $1.34K - $2K
130 $1K
MBLY
Mobileye Global Inc.
100
New
$12.07 - $20.07 $1.21K - $2.01K
100 $1K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
160
New
$6.33 - $8.67 $1.01K - $1.39K
160 $1K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.47K
+ 6.98%
$8.17 - $8.66 $20.2K - $21.4K
37.8K $309K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
187
New
$7.02 - $12.12 $1.31K - $2.27K
187 $1K
OBT
Orange County Bancorp, Inc.

Financial Services
25
New
$52.9 - $63.8 $1.32K - $1.6K
25 $1K
PFIS
Peoples Financial Services Corp.

Financial Services
20
New
$44.73 - $58.76 $895 - $1.18K
20 $1K
APEI
American Public Education Inc

Consumer Defensive
88
New
$13.6 - $23.27 $1.2K - $2.05K
88 $1K
INBK
First Internet Bancorp

Financial Services
39
New
$30.5 - $42.44 $1.19K - $1.66K
39 $1K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
130
New
$12.95 - $17.41 $1.68K - $2.26K
130 $1K
CLW
Clearwater Paper Corp

Basic Materials
37
New
$24.53 - $32.66 $908 - $1.21K
37 $1K
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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