Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Aptiv PLC
14.2K
New
N/A
14.2K $0
Corpay Inc
616
+ 9.86%
N/A
6.86K $0
IAG
Iamgold Corp

Basic Materials
115
+ 1.05%
$4.54 - $6.15 $522 - $707
11K $56K
RXT
Rackspace Technology, Inc.

Technology
910
+ 7.58%
$2.17 - $3.03 $1.97K - $2.76K
12.9K $28K
BERY
Berry Global Group, Inc.

Consumer Cyclical
337
+ 4.94%
$64.2 - $72.31 $21.6K - $24.4K
7.16K $463K
GMRE
Global Medical Reit Inc.

Real Estate
6.28K
+ 27.34%
$7.53 - $9.83 $47.3K - $61.8K
29.3K $225K
CPT
Camden Property Trust

Real Estate
567
+ 6.29%
$112.52 - $127.03 $63.8K - $72K
9.58K $1.11M
IBHE
Ishares Ibonds 2025 Term High

ETFs
11
+ 0.06%
$23.08 - $23.28 $254 - $256
18.3K $424K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
305
+ 1.31%
$45.26 - $61.17 $13.8K - $18.7K
23.5K $1.35M
CLDX
Celldex Therapeutics, Inc.

Healthcare
5.04K
+ 33.98%
$23.31 - $32.4 $117K - $163K
19.9K $501K
PFL
Pimco Income Strategy Fund

Financial Services
9
+ 0.06%
$8.27 - $8.77 $74.4 - $78.9
15.4K $128K
SMMT
Summit Therapeutics Inc.

Healthcare
3.34K
+ 21.37%
$17.52 - $23.46 $58.5K - $78.4K
19K $338K
KWR
Quaker Chemical Corp

Basic Materials
431
+ 18.4%
$137.52 - $180.36 $59.3K - $77.7K
2.77K $390K
EL
Estee Lauder Companies Inc

Consumer Defensive
9.9K
+ 32.76%
$62.74 - $97.24 $621K - $963K
40.1K $3.01M
NICE
Nice Ltd.

Technology
150
+ 1.97%
$164.71 - $199.17 $24.7K - $29.9K
7.76K $1.32M
ALX
Alexanders Inc

Real Estate
176
+ 19.51%
$198.18 - $238.53 $34.9K - $42K
1.08K $215K
AG
First Majestic Silver Corp

Basic Materials
230
+ 1.92%
$5.39 - $7.94 $1.24K - $1.83K
12.2K $67K
GCI
Gannett Co., Inc.

Communication Services
7.77K
+ 9.75%
$4.68 - $5.81 $36.3K - $45.1K
87.5K $442K
AAXJ
Ishares Msci All Country Asia

ETFs
267
+ 6.71%
$72.15 - $82.16 $19.3K - $21.9K
4.24K $306K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.8K
+ 101.41%
$24.31 - $49.53 $264K - $537K
21.5K $525K
SG
Sweetgreen, Inc.

Consumer Cyclical
1.04K
+ 9.08%
$31.7 - $43.97 $32.9K - $45.7K
12.5K $400K
MKTX
Marketaxess Holdings Inc

Financial Services
215
+ 12.1%
$225.3 - $293.66 $48.4K - $63.1K
1.99K $450K
NOAH
Noah Holdings LTD

Financial Services
381
+ 2.28%
$11.41 - $14.33 $4.35K - $5.46K
17.1K $200K
MCHI
Ishares Msci China ETF

ETFs
283
+ 6.51%
$46.1 - $59.67 $13K - $16.9K
4.63K $216K
SAND
Sandstorm Gold LTD

Basic Materials
498
+ 2.62%
$5.36 - $6.48 $2.67K - $3.23K
19.5K $108K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.12K
+ 10.95%
$64.85 - $73.04 $202K - $228K
31.6K $2.07M
BSM
Black Stone Minerals, L.P.

Energy
29
+ 0.24%
$13.86 - $15.57 $402 - $452
11.9K $173K
CROX
Crocs, Inc.

Consumer Cyclical
1.68K
+ 31.24%
$96.51 - $141.93 $162K - $239K
7.07K $774K
PFM
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.12%
$45.72 - $48.2 $503 - $530
9.23K $423K
WFG
West Fraser Timber Co., LTD

Basic Materials
813
+ 11.52%
$84.65 - $101.14 $68.8K - $82.2K
7.87K $681K
NMFC
New Mountain Finance Corp

Financial Services
361
+ 2.71%
$10.68 - $11.94 $3.86K - $4.31K
13.7K $153K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4.1K
+ 3.56%
$46.52 - $48.32 $190K - $198K
119K $5.56M
BGR
Black Rock Energy & Resources Trust

Financial Services
105
+ 0.33%
$12.51 - $13.79 $1.31K - $1.45K
32K $404K
MTG
Mgic Investment Corp

Financial Services
1.34K
+ 6.33%
$23.32 - $26.4 $31.2K - $35.3K
22.5K $532K
TV
Grupo Televisa, S.A.B.

Communication Services
6.6K
+ 29.86%
$1.68 - $2.68 $11.1K - $17.7K
28.7K $48K
AMRN
Amarin Corp Plcuk

Healthcare
400
+ 0.73%
$0.44 - $0.63 $176 - $252
55.4K $26K
TGB
Taseko Mines LTD

Basic Materials
12K
+ 22.23%
$1.91 - $2.65 $22.8K - $31.7K
65.7K $127K
NGD
New Gold Inc.

Basic Materials
324
+ 1.57%
$2.47 - $3.08 $800 - $998
20.9K $51K
QDF
Flexshares Quality Dividend In

ETFs
100
+ 0.78%
$70.4 - $73.87 $7.04K - $7.39K
12.9K $908K
AGCO
Agco Corp

Industrials
363
+ 3.76%
$89.46 - $101.89 $32.5K - $37K
10K $936K
PPT
Putnam Premier Income Trust

Financial Services
1.1K
+ 1.42%
$3.49 - $3.73 $3.84K - $4.1K
78.6K $279K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
272
+ 1.98%
$0.86 - $1.75 $234 - $476
14K $14K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
1
+ 0.02%
$43.36 - $48.87 $43.4 - $48.9
4.58K $202K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.13K
+ 9.1%
$46.96 - $51.46 $53.1K - $58.2K
13.6K $639K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
555
+ 0.61%
$2.14 - $2.24 $1.19K - $1.24K
91.4K $195K
NTLA
Intellia Therapeutics, Inc.

Healthcare
8.62K
+ 68.7%
$11.41 - $21.09 $98.3K - $182K
21.2K $246K
S
Sentinel One, Inc.

Technology
1.34K
+ 5.7%
$22.05 - $28.68 $29.6K - $38.5K
24.9K $553K
CPK
Chesapeake Utilities Corp

Utilities
88
+ 1.14%
$116.24 - $133.18 $10.2K - $11.7K
7.79K $945K
BKH
Black Hills Corp

Utilities
885
+ 3.61%
$57.6 - $64.66 $51K - $57.2K
25.4K $1.49M
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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