Creative Planning Sells in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NIO
Nio Inc.

Consumer Cyclical
-60.6K
- 20.86%
$4.31 - $7.21 $261K - $437K
230K $1M
RBLX
Roblox Corp

Communication Services
-48.6K
- 35.17%
$39.86 - $61.45 $1.94M - $2.99M
89.6K $5.19M
IBB
Ishares Biotechnology ETF

ETFs
-192
- 0.29%
$131.21 - $148.85 $25.2K - $28.6K
66.5K $8.79M
EFV
Msci Eafe Value ETF

ETFs
-803
- 0.47%
$51.78 - $57.15 $41.6K - $45.9K
170K $8.94M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-10.3K
- 1.89%
$42.33 - $43.3 $438K - $448K
535K $22.8M
KBH
Kb Home

Consumer Cyclical
-3.5K
- 10.82%
$65.58 - $85.3 $230K - $299K
28.9K $1.9M
MTH
Meritage Homes Corp

Consumer Cyclical
-1.28K
- 9.78%
$151.91 - $205.12 $195K - $263K
11.8K $1.82M
SM
Sm Energy CO

Energy
-20.5K
- 32.2%
$36.59 - $46.03 $749K - $942K
43.1K $1.67M
CLFD
Clearfield, Inc.

Technology
-2.56K
- 2.6%
$27.36 - $38.6 $70K - $98.8K
96K $2.98M
NSIT
Insight Enterprises Inc

Technology
-1.66K
- 17.32%
$149.61 - $224.73 $248K - $372K
7.91K $1.2M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-1.72K
- 22.25%
$174.32 - $254.42 $299K - $437K
6K $1.05M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-16.4K
- 30.02%
$45.07 - $47.1 $740K - $774K
38.3K $1.73M
GGG
Graco Inc

Industrials
-6.94K
- 8.51%
$81.45 - $92.29 $565K - $640K
74.6K $6.29M
THC
Tenet Healthcare Corp

Healthcare
-1.61K
- 10.01%
$125.42 - $168.52 $202K - $272K
14.5K $1.83M
FMBH
First Mid Bancshares, Inc.

Financial Services
-17.3K
- 17.17%
$36.82 - $43.25 $635K - $746K
83.3K $3.07M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-15.1K
- 24.84%
$46.07 - $48.17 $695K - $727K
45.6K $2.1M
EXC
Exelon Corp

Utilities
-6.32K
- 3.14%
$36.22 - $40.97 $229K - $259K
195K $7.34M
JHX
James Hardie Industries PLC

Basic Materials
-3.58K
- 4.64%
$30.81 - $38.63 $110K - $138K
73.6K $2.27M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-6.45K
- 2.45%
$26.61 - $29.85 $172K - $193K
257K $6.94M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5.24K
- 2.91%
$278.19 - $315.36 $1.46M - $1.65M
175K $50.3M
ADNT
Adient PLC

Consumer Cyclical
-35.9K
- 97.91%
$16.85 - $22.74 $606K - $817K
769 $13K
U
Unity Software Inc.

Technology
-34.9K
- 22.71%
$17.34 - $27.72 $606K - $968K
119K $2.67M
ORCC
Owl Rock Capital Corp

Financial Services
-60.3K
- 26.11%
N/A
171K $2.28M
EXPO
Exponent Inc

Industrials
-2.73K
- 12.82%
$88.94 - $114.63 $243K - $313K
18.6K $1.66M
CMF
Ishares California Muni Bond E

ETFs
-11.1K
- 5.79%
$56.66 - $58.1 $627K - $643K
180K $10.3M
ING
Ing Groep Nv

Financial Services
-13.1K
- 5.68%
$15.1 - $17.73 $198K - $232K
217K $3.41M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-16.7K
- 1.12%
$33.7 - $37.69 $562K - $628K
1.48M $50.7M
MGPI
Mgp Ingredients Inc

Consumer Defensive
-5.14K
- 39.12%
$38.87 - $83.35 $200K - $429K
8K $315K
DNLI
Denali Therapeutics Inc.

Healthcare
-12.3K
- 20.42%
$20.24 - $31.58 $249K - $389K
48K $977K
CBT
Cabot Corp

Basic Materials
-4.46K
- 25.7%
$90.64 - $117.0 $405K - $522K
12.9K $1.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.62K
- 6.84%
$238.25 - $261.28 $623K - $683K
35.6K $8.62M
MGV
Vanguard Mega Cap Value

ETFs
-3.16K
- 2.99%
$124.06 - $133.48 $392K - $422K
102K $12.8M
VAW
Vanguard Materials ETF

ETFs
-539
- 1.99%
$186.91 - $215.32 $101K - $116K
26.6K $5M
RRC
Range Resources Corp

Energy
-28.8K
- 50.81%
$29.77 - $36.41 $858K - $1.05M
27.9K $1M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-11.4K
- 2.05%
$20.92 - $23.57 $239K - $269K
546K $11.7M
WY
Weyerhaeuser CO

Real Estate
-11.1K
- 15.01%
$27.21 - $33.7 $303K - $375K
63K $1.77M
FIS
Fidelity National Information Services, Inc.

Technology
-6.49K
- 9.41%
$80.14 - $90.95 $520K - $590K
62.5K $5.05M
NGG
National Grid PLC

Utilities
-1.02K
- 1.58%
$57.68 - $70.03 $58.7K - $71.3K
63.4K $3.77M
ALC
Alcon Inc

Healthcare
-546
- 1.24%
$83.87 - $99.15 $45.8K - $54.1K
43.5K $3.7M
ROP
Roper Technologies Inc

Industrials
-312
- 2.11%
$519.85 - $575.95 $162K - $180K
14.5K $7.52M
PZZA
Papa Johns International Inc

Consumer Cyclical
-10.1K
- 44.7%
$38.91 - $58.21 $392K - $587K
12.5K $512K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-12.8K
- 13.72%
$27.09 - $32.06 $348K - $411K
80.7K $2.26M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-7.37K
- 13.11%
$89.01 - $96.24 $656K - $709K
48.8K $4.38M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-5.9K
- 37.81%
$113.79 - $124.5 $671K - $735K
9.71K $1.11M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-10.5K
- 21.04%
$72.18 - $81.41 $759K - $856K
39.4K $2.98M
INDA
Ishares Msci India Index Fund

ETFs
-74
- 0.07%
$52.64 - $58.16 $3.9K - $4.3K
112K $5.92M
OI
O I Glass, Inc.

Consumer Cyclical
-45.7K
- 61.47%
$9.95 - $13.37 $455K - $611K
28.6K $310K
SJM
J M Smucker CO

Consumer Defensive
-2.21K
- 5.77%
$106.92 - $121.75 $236K - $269K
36.1K $3.98M
BP
Bp PLC

Energy
-6.08K
- 2.3%
$28.16 - $33.14 $171K - $202K
258K $7.63M
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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