Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Thomson Reuters Corp
686
+ 3.74%
N/A
19K $0
Lazard Inc
480
+ 5.75%
N/A
8.83K $0
Alerus Finl Corp
15.6K
New
N/A
15.6K $0
BHRB
Burke Herbert Finl Svcs Corp C
14
New
N/A
14 $0
SDRL
Seadrill Limited

Energy
1.6K
+ 10.37%
N/A
17.1K $0
SLP
Simulations Plus, Inc.

Healthcare
17
New
$27.22 - $34.28 $463 - $583
17 $0
ZUMZ
Zumiez Inc

Consumer Cyclical
48
New
$18.72 - $23.35 $899 - $1.12K
48 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
7.52K
+ 10.19%
N/A
81.4K $0
Te Connectivity PLC
1.72K
+ 4.1%
N/A
43.7K $0
AREN
Arena Group Holdings, Inc.

Communication Services
9
New
$0.6 - $1.81 $5.4 - $16.3
9 $0
CLMB
Climb Global Solutions Inc Com
1.82K
New
N/A
1.82K $0
Rubrik Inc.
3.55K
New
N/A
3.55K $0
Mackenzie Rlty Cap Inc
19.2K
New
N/A
19.2K $0
Inhibrx Biosciences Inc
222
New
N/A
222 $0
Grail Inc
93
New
N/A
93 $0
Smurfit Westrock PLC
7.71K
+ 46.2%
N/A
24.4K $0
Ab Active Etfs Inc
57
+ 0.77%
N/A
7.51K $0
Grayscale Ethereum Mini Tr E
8.18K
New
N/A
8.18K $0
Ishares Ethereum Tr
15.3K
+ 71.93%
N/A
36.7K $0
Fidelity Ethereum Fd
7.64K
New
N/A
7.64K $0
Concentra Group Holdings Par
18.3K
New
N/A
18.3K $0
Grayscale Bitcoin Mini Tr Et
27.2K
New
N/A
27.2K $0
Curbline Pptys Corp
25.3K
New
N/A
25.3K $0
South Bow Corp
498
New
N/A
498 $0
Everus Constr Group
14.3K
New
N/A
14.3K $0
Sunrise Communications Ag
7.21K
New
N/A
7.21K $0
Primo Brands Corporation
18.8K
New
N/A
18.8K $0
Revelyst Inc
29.5K
New
N/A
29.5K $0
PCYG
Park City Group Inc

Technology
64
New
N/A
64 $0
MODV
Modiv Care Inc

Healthcare
41
New
$10.44 - $18.81 $428 - $771
41 $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
1
+ 0.01%
N/A
9.62K $0
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
2
New
$42.71 - $48.29 $85.4 - $96.6
2 $0
WLDN
Willdan Group, Inc.

Industrials
16
New
$38.09 - $47.7 $609 - $763
16 $0
Super Micro Computer Inc
155K
New
N/A
155K $0
Orrstown Finl Svcs Inc
37
New
N/A
37 $0
FAN
First Tr Exchange Traded Fd Ii
258
+ 1.53%
N/A
17.1K $0
Bgc Group Inc
1.58K
+ 9.46%
N/A
18.2K $0
ENOV
Enovis Corp

Industrials
15
New
$38.5 - $49.33 $578 - $740
15 $0
Hive Digital Technologies Lt
14.4K
New
N/A
14.4K $0
Tortoise Capital Series Trus
15K
New
N/A
15K $0
Mesoblast LTD
6.92K
+ 38.52%
N/A
24.9K $0
Two Hbrs Invt Corp
250
New
N/A
250 $0
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
653
+ 13.86%
$42.32 - $55.35 $27.6K - $36.1K
5.36K $229K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
9
New
$83.82 - $95.89 $754 - $863
9 $0
Proshares Tr
82K
New
N/A
82K $0
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
38
New
$22.65 - $27.63 $861 - $1.05K
38 $0
Howard Hughes Holdings Inc
955
+ 29.13%
N/A
4.23K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
54.2K
New
N/A
54.2K $0
Nebius Group N.V.
7.27K
New
N/A
7.27K $0
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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