Creative Planning Sells in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-4.09K
- 1.93%
$70.63 - $78.23 $289K - $320K
208K $14.8M
PII
Polaris Inc.

Consumer Cyclical
-1.22K
- 1.77%
$56.74 - $83.06 $69.2K - $101K
67.6K $3.89M
DVN
Devon Energy Corp

Energy
-30.2K
- 22.83%
$30.52 - $42.96 $921K - $1.3M
102K $3.34M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-120K
- 65.9%
$14.69 - $15.67 $1.76M - $1.88M
62.1K $941K
TFC
Truist Financial Corp

Financial Services
-46.8K
- 13.01%
$41.51 - $48.1 $1.94M - $2.25M
313K $13.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-12.6K
- 11.03%
$106.33 - $110.69 $1.33M - $1.39M
101K $10.8M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-174K
- 33.22%
$19.44 - $28.35 $3.38M - $4.93M
350K $9M
HRB
H&R Block Inc

Consumer Cyclical
-14.9K
- 17.31%
$52.14 - $63.36 $778K - $945K
71.3K $3.77M
MBB
Ishares Tr

ETFs
-9.97K
- 5.74%
$91.26 - $95.82 $910K - $955K
164K $15M
DOCN
Digital Ocean Holdings, Inc.

Technology
-34K
- 46.05%
$34.07 - $44.0 $1.16M - $1.5M
39.9K $1.36M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-25.8K
- 6.46%
$48.33 - $49.08 $1.24M - $1.26M
373K $18M
ONTO
Onto Innovation Inc.

Technology
-2.63K
- 9.31%
$158.54 - $225.02 $417K - $591K
25.6K $4.26M
BBY
Best Buy CO Inc

Consumer Cyclical
-3.91K
- 5.79%
$85.2 - $101.35 $333K - $396K
63.7K $5.46M
NSC
Norfolk Southern Corp

Industrials
-1.48K
- 1.75%
$230.6 - $277.0 $341K - $410K
82.9K $19.5M
AON
Aon PLC

Financial Services
-5.43K
- 15.55%
$344.14 - $393.31 $1.87M - $2.13M
29.5K $10.6M
HLNE
Hamilton Lane Inc

Financial Services
-894
- 1.34%
$147.78 - $201.62 $132K - $180K
65.7K $9.73M
DINO
Hf Sinclair Corp

Energy
-25.8K
- 45.36%
$33.69 - $47.67 $870K - $1.23M
31.1K $1.09M
ETN
Eaton Corp PLC

Industrials
-4.56K
- 2.52%
$326.96 - $377.52 $1.49M - $1.72M
177K $58.6M
BAX
Baxter International Inc

Healthcare
-20.5K
- 22.31%
$28.63 - $37.84 $586K - $774K
71.3K $2.08M
FLO
Flowers Foods Inc

Consumer Defensive
-17.5K
- 4.07%
$20.4 - $23.31 $357K - $408K
412K $8.5M
CMA
Comerica Inc

Financial Services
-23.8K
- 51.49%
$57.88 - $72.73 $1.38M - $1.73M
22.4K $1.39M
VNLA
Janus Henderson Short Duration

ETFs
-27.1K
- 17.3%
$48.82 - $49.11 $1.33M - $1.33M
130K $6.35M
GDS
Gds Holdings LTD

Technology
-70.8K
- 70.62%
$18.25 - $24.12 $1.29M - $1.71M
29.5K $700K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-12.3K
- 4.61%
$100.22 - $100.73 $1.23M - $1.24M
255K $25.6M
MKC
Mccormick & CO Inc

Consumer Defensive
-6.17K
- 4.62%
$73.97 - $84.09 $456K - $518K
127K $9.71M
LHX
L3 Harris Technologies, Inc.

Industrials
-537
- 1.29%
$208.94 - $264.22 $112K - $142K
41.1K $8.63M
ACLS
Axcelis Technologies Inc

Technology
-181
- 0.51%
$69.18 - $105.1 $12.5K - $19K
35.5K $2.48M
OLED
Universal Display Corp Pa

Technology
-1.8K
- 11.7%
$146.2 - $213.81 $263K - $385K
13.6K $1.99M
ADM
Archer Daniels Midland CO

Consumer Defensive
-8K
- 9.3%
$49.38 - $59.52 $395K - $476K
78K $3.94M
PHG
Koninklijke Philips Nv

Healthcare
-21.9K
- 25.93%
$24.71 - $32.66 $540K - $714K
62.4K $1.58M
CBOE
Cboe Global Markets, Inc.

Financial Services
-5.28K
- 34.24%
$191.61 - $217.84 $1.01M - $1.15M
10.1K $1.98M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-39K
- 8.78%
$55.73 - $66.16 $2.17M - $2.58M
405K $24.4M
FNDC
Schwab Fundamental Intl Small

ETFs
-14.2K
- 8.48%
$33.92 - $38.03 $482K - $541K
153K $5.24M
TMDX
Trans Medics Group, Inc.

Healthcare
-2.97K
- 28.98%
$59.28 - $144.9 $176K - $431K
7.29K $454K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.28K
- 1.9%
$49.78 - $66.55 $63.5K - $84.9K
65.8K $3.29M
LEG
Leggett & Platt Inc

Consumer Cyclical
-63.6K
- 48.93%
$9.5 - $13.67 $604K - $869K
66.4K $637K
QLD
Proshares Ultra Qqq

ETFs
-14.3K
- 26.11%
$97.85 - $120.25 $1.4M - $1.72M
40.4K $4.37M
PRU
Prudential Financial Inc

Financial Services
-7.53K
- 8.15%
$114.59 - $129.52 $863K - $976K
84.9K $10.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-16.7K
- 18.93%
$33.77 - $44.09 $564K - $736K
71.5K $2.43M
LUMN
Lumen Technologies, Inc.

Communication Services
-94.8K
- 29.3%
$5.31 - $10.12 $504K - $960K
229K $1.21M
SHEL
Shell PLC

Energy
-764
- 0.25%
$60.63 - $70.23 $46.3K - $53.7K
306K $19.2M
ALGN
Align Technology Inc

Healthcare
-2.4K
- 21.52%
$205.03 - $245.32 $492K - $588K
8.75K $1.82M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-50.2K
- 2.14%
$33.92 - $36.6 $1.7M - $1.84M
2.3M $79.5M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-19.7K
- 9.11%
$50.0 - $50.27 $986K - $991K
197K $9.86M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-10.3K
- 15.23%
$57.96 - $64.2 $596K - $660K
57.2K $3.33M
REET
Ishares Global Reit ETF

ETFs
-10K
- 3.74%
$23.43 - $26.54 $234K - $265K
258K $6.18M
FMC
Fmc Corp

Basic Materials
-9.38K
- 31.87%
$47.86 - $66.62 $449K - $625K
20.1K $974K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-13.8K
- 0.88%
$50.53 - $55.55 $697K - $766K
1.56M $79.5M
DFAX
Dimensional ETF Tr
-2.61K
- 0.64%
$24.76 - $27.04 $64.6K - $70.6K
406K $10.1M
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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