Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FXH
First Tr Exchange Trd Fd Healt

ETFs
100
+ 2.07%
$103.53 - $112.72 $10.4K - $11.3K
4.94K $514K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
15.9K
+ 14.87%
$13.09 - $17.44 $208K - $278K
123K $1.66M
UTZ
Utz Brands, Inc.

Consumer Defensive
1.93K
+ 6.59%
$15.46 - $18.02 $29.8K - $34.7K
31.2K $488K
SIGA
Siga Technologies Inc

Healthcare
110
+ 0.28%
$5.73 - $7.72 $630 - $849
39.2K $235K
IGF
Ishares Global Infrastructure

ETFs
14
+ 0.1%
$51.2 - $55.7 $717 - $780
13.7K $717K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
257
+ 2.31%
$20.06 - $25.14 $5.16K - $6.46K
11.4K $240K
TXG
10x Genomics, Inc.

Healthcare
3.42K
+ 36.04%
$13.18 - $21.31 $45.1K - $72.9K
12.9K $185K
SHC
Sotera Health CO

Healthcare
1.87K
+ 10.37%
$12.41 - $16.28 $23.2K - $30.5K
19.9K $272K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
523
+ 4.67%
$19.74 - $23.59 $10.3K - $12.3K
11.7K $232K
BRY
Berry Corp (Bry)

Energy
19.5K
+ 17.65%
$3.79 - $5.58 $73.8K - $109K
130K $536K
XRX
Xerox Holdings Corp

Technology
1.09K
+ 5.03%
$8.17 - $11.07 $8.93K - $12.1K
22.8K $192K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
59.8K
+ 6.33%
$19.47 - $20.95 $1.16M - $1.25M
1.01M $19.6M
TIMB
Tim S.A.

Communication Services
3.01K
+ 23.99%
$11.71 - $17.19 $35.2K - $51.7K
15.5K $182K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
159
+ 0.83%
$26.01 - $28.19 $4.14K - $4.48K
19.3K $505K
IYT
Ishares Tr U.S. Transportation

ETFs
8
+ 0.03%
$66.79 - $75.4 $534 - $603
26.1K $1.76M
BTG
B2 Gold Corp

Basic Materials
8.25K
+ 10.02%
$2.42 - $3.47 $20K - $28.6K
90.6K $220K
AOR
Ishares Tr Core Growth Allocat

ETFs
165
+ 0.73%
$57.32 - $59.66 $9.46K - $9.84K
22.7K $1.3M
PSLV
Sprott Physical Silver Trust

Financial Services
2.5K
+ 3.43%
$9.65 - $11.76 $24.1K - $29.4K
75.3K $726K
BPOP
Popular, Inc.

Financial Services
95
+ 1.35%
$88.46 - $102.59 $8.4K - $9.75K
7.15K $672K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
1.24K
+ 9.16%
$41.59 - $49.7 $51.4K - $61.5K
14.7K $626K
FELE
Franklin Electric CO Inc

Industrials
481
+ 4.34%
$95.71 - $110.4 $46K - $53.1K
11.6K $1.13M
TU
Telus Corp

Communication Services
157
+ 1.31%
$13.45 - $16.78 $2.11K - $2.63K
12.2K $164K
WOLF
Wolfspeed, Inc.

Technology
4.87K
+ 21.07%
$6.44 - $16.2 $31.3K - $78.8K
28K $186K
GOLD
Barrick Gold Corp

Basic Materials
30.3K
+ 26.22%
$15.23 - $21.19 $461K - $641K
146K $2.26M
NDLS
Noodles & CO

Consumer Cyclical
74.3K
+ 56.23%
$0.58 - $1.34 $43.1K - $99.6K
206K $119K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
187
+ 1.02%
$26.65 - $29.34 $4.98K - $5.49K
18.5K $500K
TPC
Tutor Perini Corp

Industrials
1.21K
+ 5.21%
$23.8 - $33.24 $28.8K - $40.3K
24.5K $592K
LAND
Gladstone Land Corp

Real Estate
2.8K
+ 12.42%
$10.48 - $13.85 $29.3K - $38.8K
25.3K $274K
VIRC
Virco Mfg Corporation

Consumer Cyclical
20
+ 0.17%
$10.21 - $16.74 $204 - $335
11.6K $119K
CWEN
Clearway Energy, Inc.

Utilities
1.38K
+ 8.41%
$25.71 - $30.74 $35.6K - $42.5K
17.8K $463K
CSGP
Costar Group, Inc.

Real Estate
1.15K
+ 3.62%
$69.7 - $81.97 $80.2K - $94.3K
33K $2.36M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.36K
+ 4.28%
$29.02 - $32.11 $68.5K - $75.8K
57.5K $1.67M
ELP
Energy CO Of Parana

Utilities
9.68K
+ 14.75%
$5.76 - $7.41 $55.7K - $71.7K
75.3K $446K
HOUS
Anywhere Real Estate Inc.

Real Estate
6.78K
+ 18.33%
$3.31 - $5.43 $22.5K - $36.8K
43.8K $144K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
300
+ 1.39%
$10.1 - $12.06 $3.03K - $3.62K
21.8K $220K
BKD
Brookdale Senior Living Inc.

Healthcare
1.19K
+ 4.13%
$4.93 - $6.68 $5.87K - $7.96K
30K $150K
WASH
Washington Trust Bancorp Inc

Financial Services
323
+ 0.5%
$30.4 - $39.92 $9.82K - $12.9K
64.4K $2.02M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
12
+ 0.19%
$115.56 - $130.43 $1.39K - $1.57K
6.26K $723K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.31K
+ 6.47%
$45.09 - $50.08 $58.9K - $65.5K
21.5K $973K
MBIN
Merchants Bancorp

Financial Services
103
+ 1.74%
$35.94 - $45.87 $3.7K - $4.72K
6.03K $219K
UHS
Universal Health Services Inc

Healthcare
1.58K
+ 23.71%
$175.8 - $236.9 $277K - $373K
8.22K $1.47M
LNT
Alliant Energy Corp

Utilities
945
+ 1.41%
$56.24 - $63.63 $53.1K - $60.1K
67.8K $4.01M
ORA
Ormat Technologies, Inc.

Utilities
875
+ 7.51%
$67.12 - $83.84 $58.7K - $73.4K
12.5K $847K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
453
+ 14.32%
$88.68 - $118.18 $40.2K - $53.5K
3.62K $323K
LOGI
Logitech International S.A.

Technology
2.21K
+ 6.98%
$77.08 - $91.82 $170K - $203K
33.9K $2.79M
OEC
Orion Engineered Carbons S.A.

Basic Materials
245
+ 0.89%
$14.98 - $19.3 $3.67K - $4.73K
27.7K $437K
SPXC
Spx Corp

Industrials
1.16K
+ 7.28%
$143.2 - $181.56 $166K - $210K
17.1K $2.48M
MANH
Manhattan Associates Inc

Technology
131
+ 1.63%
$263.36 - $309.78 $34.5K - $40.6K
8.17K $2.21M
POR
Portland General Electric CO

Utilities
1.21K
+ 4.74%
$43.52 - $48.99 $52.4K - $59K
26.6K $1.16M
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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