Creative Planning Sells in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICLN
Ishares

ETFs
-4.38K
- 2.37%
$11.35 - $14.51 $49.7K - $63.6K
181K $2.05M
RNA
Avidity Biosciences, Inc.

Healthcare
-8.98K
- 37.71%
$29.08 - $52.5 $261K - $471K
14.8K $431K
BOKF
Bok Financial Corp

Financial Services
-6.37K
- 53.32%
$101.23 - $119.67 $645K - $762K
5.58K $593K
WELL
Welltower Inc.

Real Estate
-2.57K
- 1.56%
$123.11 - $139.3 $317K - $359K
163K $20.5M
VOD
Vodafone Group Public LTD CO

Communication Services
-19.9K
- 6.36%
$8.37 - $9.95 $166K - $198K
292K $2.48M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.19K
- 0.57%
$88.59 - $94.57 $105K - $112K
208K $18.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-9.38K
- 2.12%
$84.34 - $95.14 $791K - $893K
432K $37.7M
AVY
Avery Dennison Corp

Industrials
-1.15K
- 9.65%
$186.26 - $220.48 $214K - $254K
10.8K $2.01M
EBF
Ennis, Inc.

Industrials
-20.1K
- 35.17%
$20.19 - $24.55 $405K - $493K
37K $780K
CFB
Crossfirst Bankshares, Inc.

Financial Services
-15.8K
- 6.58%
$15.15 - $17.96 $240K - $284K
225K $3.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.36K
- 3.06%
$162.69 - $181.35 $384K - $428K
74.8K $12.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-7.92K
- 3.46%
$47.58 - $48.56 $377K - $384K
221K $10.6M
EXAS
Exact Sciences Corp

Healthcare
-2.16K
- 5.68%
$49.33 - $71.97 $107K - $156K
35.9K $2.02M
THS
Tree House Foods, Inc.

Consumer Defensive
-12.5K
- 64.54%
$31.59 - $42.18 $395K - $528K
6.88K $241K
TER
Teradyne, Inc

Technology
-3.21K
- 15.56%
$102.58 - $133.62 $330K - $429K
17.4K $2.2M
IQDF
Flexshares International Quali

ETFs
-878
- 0.49%
$23.12 - $26.48 $20.3K - $23.2K
179K $4.16M
WTI
W&T Offshore Inc

Energy
-254K
- 88.55%
$1.37 - $2.79 $348K - $708K
32.8K $54K
OFLX
Omega Flex, Inc.

Industrials
-11.1K
- 98.02%
$40.99 - $56.53 $456K - $628K
224 $9K
KEY
Keycorp

Financial Services
-35.3K
- 24.8%
$16.21 - $19.97 $572K - $705K
107K $1.83M
VKTX
Viking Therapeutics, Inc.

Healthcare
-3.86K
- 22.77%
$38.28 - $78.03 $148K - $301K
13.1K $526K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.52K
- 2.71%
$55.97 - $62.75 $141K - $158K
90.5K $5.19M
LNTH
Lantheus Holdings, Inc.

Healthcare
-347
- 1.39%
$76.22 - $116.71 $26.4K - $40.5K
24.6K $2.2M
NEOG
Neogen Corp

Healthcare
-25.4K
- 54.92%
$11.64 - $16.4 $296K - $416K
20.8K $253K
CHX
Champion X Corp

Energy
-3.4K
- 2.32%
$25.79 - $32.51 $87.6K - $110K
143K $3.89M
KXI
Ishares Tr Global Consumer Sta

ETFs
-2.97K
- 4.72%
$60.15 - $65.39 $178K - $194K
59.9K $3.61M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-7.89K
- 41.45%
$45.4 - $56.61 $358K - $446K
11.1K $515K
GLDM
World Gold Trust

ETFs
-9.81K
- 23.85%
$50.76 - $55.23 $498K - $542K
31.3K $1.63M
LNW
Light & Wonder, Inc.

Consumer Cyclical
-4.9K
- 24.87%
$85.22 - $103.55 $418K - $507K
14.8K $1.28M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-1.32K
- 2.82%
$42.57 - $61.09 $56.2K - $80.6K
45.5K $2.18M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-20.8K
- 46.98%
$21.66 - $22.69 $451K - $472K
23.5K $511K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-3.1K
- 5.6%
$60.27 - $66.27 $187K - $205K
52.3K $3.19M
PCEF
Invesco Cef Income Composite E

ETFs
-22.7K
- 22.78%
$19.05 - $19.86 $432K - $451K
76.9K $1.47M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-3.07K
- 64.76%
$159.11 - $178.39 $489K - $548K
1.67K $274K
VRNS
Varonis Systems Inc

Technology
-4.43K
- 18.26%
$43.91 - $60.0 $195K - $266K
19.8K $881K
XP
Xp Inc.

Financial Services
-19.4K
- 46.0%
$11.78 - $18.17 $228K - $352K
22.7K $269K
DDM
Proshares Ultra Dow30

ETFs
-5.07K
- 45.72%
$92.63 - $107.31 $469K - $544K
6.02K $573K
XCEM
Columbia ETF Tr Ii

ETFs
-5.81K
- 5.73%
$29.6 - $32.67 $172K - $190K
95.7K $2.83M
MGM
Mgm Resorts International

Consumer Cyclical
-3.96K
- 5.09%
$33.44 - $41.99 $132K - $166K
73.7K $2.55M
SCI
Service Corp International

Consumer Cyclical
-6.35K
- 24.04%
$73.36 - $88.6 $466K - $562K
20.1K $1.6M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.77K
- 1.05%
$46.69 - $49.2 $82.7K - $87.2K
167K $7.83M
ZTO
Zto Express (Cayman) Inc.

Industrials
-14.8K
- 42.89%
$18.49 - $26.99 $273K - $398K
19.6K $384K
EOG
Eog Resources Inc

Energy
-3.21K
- 1.53%
$118.22 - $136.54 $379K - $438K
207K $25.3M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-5.8K
- 1.2%
$26.55 - $27.32 $154K - $158K
478K $12.8M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-7.36K
- 47.19%
$55.73 - $61.23 $410K - $451K
8.24K $465K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.39K
- 2.11%
$80.93 - $85.66 $193K - $204K
111K $8.96M
AVNT
Avient Corp

Basic Materials
-2.73K
- 7.67%
$40.12 - $53.17 $109K - $145K
32.8K $1.34M
HROW
Harrow Health, Inc.

Healthcare
-6.96K
- 37.03%
$33.39 - $57.5 $232K - $400K
11.8K $397K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.21K
- 4.9%
$65.67 - $69.79 $408K - $434K
121K $8.09M
SPSC
Sps Commerce Inc

Technology
-1.88K
- 18.62%
$165.0 - $198.81 $309K - $373K
8.19K $1.51M
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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