Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
814
+ 1.39%
$80.87 - $87.69 $65.8K - $71.4K
59.5K $4.83M
IMOS
Chipmos Technologies Inc

Technology
3.39K
+ 12.66%
$18.35 - $23.38 $62.2K - $79.3K
30.2K $568K
FWRD
Forward Air Corp

Industrials
141
+ 0.71%
$28.4 - $40.17 $4K - $5.66K
20K $645K
NHC
National Healthcare Corp

Healthcare
198
+ 4.54%
$107.42 - $135.75 $21.3K - $26.9K
4.56K $489K
TDW
Tidewater Inc

Energy
1.99K
+ 20.14%
$47.0 - $73.31 $93.6K - $146K
11.9K $649K
AQN
Algonquin Power & Utilities Corp.

Utilities
973
+ 1.53%
$4.31 - $5.52 $4.19K - $5.37K
64.4K $286K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
46
+ 0.11%
$17.41 - $19.29 $801 - $887
40.8K $710K
SSL
Sasol LTD

Basic Materials
55.6K
+ 38.37%
$4.46 - $7.28 $248K - $405K
200K $914K
SMIN
Ishares Msci India Small Cap I

ETFs
57
+ 0.73%
$75.68 - $86.0 $4.31K - $4.9K
7.9K $603K
RDFN
Redfin Corp

Real Estate
358
+ 2.26%
$7.87 - $12.55 $2.82K - $4.49K
16.2K $127K
WLK
Westlake Corp

Basic Materials
1.13K
+ 20.03%
$113.23 - $148.98 $128K - $168K
6.77K $776K
PNW
Pinnacle West Capital Corp

Utilities
309
+ 1.2%
$84.03 - $94.52 $26K - $29.2K
26K $2.21M
PBA
Pembina Pipeline Corp

Energy
6.64K
+ 8.97%
$35.89 - $43.35 $238K - $288K
80.6K $2.98M
DTE
Dte Energy CO

Utilities
3.64K
+ 5.44%
$117.04 - $129.77 $426K - $472K
70.5K $8.52M
IEV
Ishares Tr Europe ETF

ETFs
1.79K
+ 6.58%
$52.03 - $57.63 $93.1K - $103K
29K $1.51M
EIX
Edison International

Utilities
3.68K
+ 7.22%
$77.93 - $88.36 $287K - $325K
54.6K $4.36M
MOD
Modine Manufacturing CO

Consumer Cyclical
1.49K
+ 10.1%
$109.77 - $143.22 $164K - $214K
16.3K $1.88M
DVA
Davita Inc.

Healthcare
209
+ 2.75%
$139.81 - $167.96 $29.2K - $35.1K
7.81K $1.17M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.38K
+ 5.4%
$56.08 - $68.53 $133K - $163K
46.4K $2.61M
VICI
Vici Properties Inc.

Real Estate
7.67K
+ 10.35%
$28.27 - $33.19 $217K - $255K
81.8K $2.39M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.13K
+ 5.44%
$26.16 - $28.82 $213K - $234K
157K $4.12M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
52.5K
+ 6.29%
$11.42 - $12.5 $599K - $656K
888K $10.2M
OGS
One Gas, Inc.

Utilities
1.08K
+ 3.58%
$66.96 - $78.69 $72.4K - $85.1K
31.3K $2.17M
WD
Walker & Dunlop, Inc.

Financial Services
1.87K
+ 11.65%
$95.69 - $116.27 $179K - $217K
17.9K $1.74M
SBAC
Sba Communications Corp

Real Estate
1.22K
+ 13.56%
$198.24 - $249.31 $241K - $304K
10.2K $2.08M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.94K
+ 6.18%
$99.2 - $108.47 $490K - $536K
84.9K $8.45M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.53K
+ 4.4%
$101.82 - $114.06 $155K - $174K
36.2K $3.74M
CX
Cemex Sab De Cv

Basic Materials
137
+ 0.07%
$5.17 - $6.16 $708 - $844
198K $1.12M
FMX
Mexican Economic Development Inc

Consumer Defensive
1.9K
+ 10.02%
$84.71 - $99.68 $161K - $189K
20.9K $1.78M
NVAX
Novavax Inc

Healthcare
7.24K
+ 22.29%
$7.22 - $14.68 $52.3K - $106K
39.7K $319K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
2.83K
+ 11.69%
$16.36 - $22.16 $46.3K - $62.8K
27.1K $450K
DCI
Donaldson CO Inc

Industrials
1.43K
+ 4.78%
$67.28 - $78.27 $96.5K - $112K
31.5K $2.12M
UNF
Unifirst Corp

Industrials
93
+ 2.37%
$171.0 - $206.22 $15.9K - $19.2K
4.02K $688K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
2.19K
+ 5.76%
$10.0 - $14.22 $21.9K - $31.2K
40.2K $420K
SHEN
Shenandoah Telecommunications CO

Communication Services
368
+ 0.55%
$12.42 - $15.58 $4.57K - $5.73K
67.8K $854K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.51K
+ 7.68%
$79.93 - $88.06 $281K - $309K
49.2K $3.94M
MHK
Mohawk Industries Inc

Consumer Cyclical
254
+ 8.16%
$116.82 - $161.27 $29.7K - $41K
3.37K $401K
PEG
Public Service Enterprise Group Inc

Utilities
4.09K
+ 4.28%
$81.87 - $94.51 $335K - $387K
99.8K $8.43M
MDU
Mdu Resources Group Inc

Industrials
4.27K
+ 21.54%
$15.1 - $30.28 $64.5K - $129K
24.1K $434K
DY
Dycom Industries Inc

Industrials
233
+ 3.55%
$168.3 - $202.91 $39.2K - $47.3K
6.79K $1.18M
OLN
Olin Corp

Basic Materials
2.07K
+ 16.08%
$33.13 - $47.98 $68.6K - $99.3K
14.9K $505K
SXT
Sensient Technologies Corp

Basic Materials
1.23K
+ 5.46%
$71.0 - $81.38 $87.2K - $99.9K
23.7K $1.69M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.88K
+ 3.17%
$12.1 - $13.52 $59K - $66K
159K $1.95M
FNDX
Schwab Fundamental U S Large C

ETFs
889K
+ 201.93%
$23.49 - $71.77 $20.9M - $63.8M
1.33M $31.5M
NMRK
Newmark Group, Inc.

Real Estate
491
+ 1.08%
$12.79 - $15.98 $6.28K - $7.85K
45.8K $586K
VECO
Veeco Instruments Inc

Technology
2.07K
+ 7.39%
$25.99 - $33.75 $53.8K - $69.8K
30.1K $805K
ALLE
Allegion PLC

Industrials
416
+ 3.51%
$130.63 - $153.36 $54.3K - $63.8K
12.3K $1.6M
WTRG
Essential Utilities, Inc.

Utilities
1.48K
+ 1.85%
$36.18 - $40.55 $53.5K - $59.9K
81.3K $2.95M
AVRE
American Centy ETF Tr Avantis
444
+ 1.6%
$41.03 - $46.91 $18.2K - $20.8K
28.3K $1.19M
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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