Creative Planning Sells in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MP
Mp Materials Corp.

Basic Materials
-1.61K
- 3.42%
$15.6 - $23.11 $25K - $37.1K
45.3K $706K
UTG
Reaves Utility Income Fund

Financial Services
-2.73K
- 9.86%
$30.81 - $34.99 $84.2K - $95.6K
25K $791K
BRC
Brady Corp

Industrials
-1.2K
- 11.44%
$69.64 - $76.81 $83.4K - $92K
9.27K $684K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-7.57K
- 18.18%
$12.43 - $13.36 $94.1K - $101K
34.1K $427K
GAB
Gabelli Equity Trust Inc

Financial Services
-12.3K
- 2.69%
$5.36 - $5.83 $66K - $71.8K
446K $2.4M
ARLP
Alliance Resource Partners LP

Energy
-7.93K
- 10.98%
$24.84 - $28.58 $197K - $227K
64.3K $1.69M
SGH
Smart Global Holdings, Inc.

Technology
-2.59K
- 13.2%
$15.03 - $20.85 $38.9K - $53.9K
17K $294K
CNMD
Conmed Corp

Healthcare
-1.31K
- 17.23%
$61.81 - $77.54 $80.7K - $101K
6.27K $429K
SATS
Echo Star Corp

Technology
-2.01K
- 5.68%
$21.52 - $27.17 $43.3K - $54.6K
33.4K $764K
TLRY
Tilray Brands, Inc.

Healthcare
-40.2K
- 28.33%
$1.16 - $1.77 $46.6K - $71.2K
102K $135K
BOND
Pimco Active Bond Exchange Tra

ETFs
-386
- 2.14%
$90.42 - $94.5 $34.9K - $36.5K
17.7K $1.6M
DENN
Denny'S Corp

Consumer Cyclical
-16K
- 42.48%
$5.46 - $7.39 $87.4K - $118K
21.7K $131K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.51K
- 3.97%
$42.8 - $44.98 $64.7K - $68K
36.5K $1.6M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-2.56K
- 21.43%
$32.55 - $36.44 $83.4K - $93.4K
9.4K $318K
MXCT
Maxcyte, Inc.

Healthcare
-28.3K
- 98.79%
$3.23 - $4.43 $91.4K - $125K
348 $1K
VDE
Vanguard Energy ETF

ETFs
-247
- 0.36%
$116.67 - $136.78 $28.8K - $33.8K
68.3K $8.28M
MGY
Magnolia Oil & Gas Corp

Energy
-1.52K
- 2.2%
$22.89 - $28.79 $34.7K - $43.6K
67.4K $1.57M
FLIN
Franklin Templeton ETF Tr

ETFs
-689
- 3.48%
$37.75 - $41.62 $26K - $28.7K
19.1K $725K
PCT
Pure Cycle Technologies, Inc.

Industrials
-13.1K
- 32.61%
$8.81 - $14.3 $115K - $187K
27K $277K
SHG
Shinhan Financial Group CO LTD

Financial Services
-2.98K
- 2.45%
N/A
119K $4.11M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-546
- 14.46%
$225.16 - $265.16 $123K - $145K
3.23K $802K
MSEX
Middlesex Water CO

Utilities
-90
- 1.15%
$52.63 - $69.7 $4.74K - $6.27K
7.72K $406K
EWY
Ishares Inc Msci South Korea E

ETFs
-808
- 16.9%
$50.89 - $63.57 $41.1K - $51.4K
3.97K $202K
INSP
Inspire Medical Systems, Inc.

Healthcare
-103
- 3.18%
$172.7 - $214.93 $17.8K - $22.1K
3.14K $581K
ARRY
Array Technologies, Inc.

Technology
-14.5K
- 54.38%
$5.16 - $7.63 $74.8K - $111K
12.2K $73K
OSK
Oshkosh Corp

Industrials
-405
- 3.31%
$93.84 - $115.52 $38K - $46.8K
11.8K $1.13M
HTLD
Heartland Express Inc

Industrials
-6.69K
- 27.01%
$10.81 - $12.77 $72.3K - $85.4K
18.1K $202K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-134
- 2.86%
$155.13 - $179.02 $20.8K - $24K
4.55K $705K
HPP
Hudson Pacific Properties, Inc.

Real Estate
-10.3K
- 26.11%
$2.6 - $4.98 $26.7K - $51.2K
29.1K $88K
CYH
Community Health Systems Inc

Healthcare
-5.57K
- 20.77%
$2.99 - $5.99 $16.6K - $33.3K
21.2K $63K
EOLS
Evolus, Inc.

Healthcare
-1.72K
- 11.12%
$10.84 - $17.45 $18.6K - $30K
13.7K $151K
GGB
Gerdau S.A.

Basic Materials
-10.2K
- 9.22%
$2.88 - $3.61 $29.5K - $36.9K
101K $290K
ISCG
Ishares Morningstar Small Cap

ETFs
-2.08K
- 17.19%
$48.22 - $54.03 $100K - $112K
10K $495K
VOYA
Voya Financial, Inc.

Financial Services
-405
- 6.09%
$65.93 - $83.9 $26.7K - $34K
6.24K $429K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.45K
- 8.66%
$51.58 - $52.91 $74.7K - $76.6K
15.3K $789K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.75K
- 10.96%
$25.25 - $26.34 $69.5K - $72.5K
22.4K $565K
OXLC
Oxford Lane Capital Corp.

Financial Services
-17.6K
- 54.29%
$5.05 - $5.45 $88.7K - $95.7K
14.8K $74K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-130
- 7.23%
$198.56 - $251.73 $25.8K - $32.7K
1.67K $333K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.68K
- 13.76%
$48.48 - $49.47 $81.6K - $83.3K
10.6K $513K
AIN
Albany International Corp

Consumer Cyclical
-464
- 7.81%
$67.92 - $87.46 $31.5K - $40.6K
5.48K $437K
LIT
Global X Fds Global X Lithium

ETFs
-1.11K
- 6.91%
$40.78 - $48.97 $45.3K - $54.4K
15K $610K
DEA
Easterly Government Properties, Inc.

Real Estate
-2.13K
- 7.18%
$10.93 - $14.48 $23.3K - $30.8K
27.5K $312K
DBX
Dropbox, Inc.

Technology
-13.1K
- 19.82%
$25.05 - $30.8 $328K - $404K
53K $1.59M
PTGX
Protagonist Therapeutics, Inc

Healthcare
-1.06K
- 14.07%
$38.51 - $48.43 $40.7K - $51.1K
6.45K $248K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.86K
- 9.28%
$23.11 - $25.17 $43K - $46.8K
18.2K $420K
FBT
First Trust Nyse Arca Biotechn

ETFs
-421
- 12.84%
$161.65 - $178.69 $68.1K - $75.2K
2.86K $474K
PLSE
Pulse Biosciences, Inc.

Healthcare
-5.88K
- 26.84%
$14.56 - $21.08 $85.6K - $124K
16K $296K
VPN
Global X Fds Data Ctr Reits &

ETFs
-5.56K
- 22.43%
N/A
19.2K $306K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-19.4K
- 50.1%
$2.96 - $4.24 $57.5K - $82.3K
19.3K $58K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email