Creative Planning Sells in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NDSN
Nordson Corp

Industrials
-1.07K
- 25.83%
$208.83 - $264.36 $224K - $283K
3.08K $643K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-188
- 0.43%
$84.3 - $106.41 $15.8K - $20K
44K $3.79M
IXN
Ishares Global Information Tec

ETFs
-6.35K
- 14.72%
$80.67 - $87.84 $512K - $558K
36.8K $3.12M
SNAP
Snap Inc

Communication Services
-41.7K
- 36.09%
$9.98 - $12.86 $416K - $536K
73.8K $794K
ON
On Semiconductor Corp

Technology
-2.47K
- 8.27%
$63.05 - $74.7 $156K - $185K
27.4K $1.73M
ATI
Allegheny Technologies Inc

Industrials
-1.97K
- 7.06%
$52.71 - $65.96 $104K - $130K
25.9K $1.43M
AVES
American Centy ETF Tr Avantis

ETFs
-2.71K
- 5.21%
$46.2 - $53.09 $125K - $144K
49.4K $2.28M
EXP
Eagle Materials Inc

Basic Materials
-35
- 0.34%
$246.48 - $315.29 $8.63K - $11K
10.3K $2.54M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-2.24K
- 26.77%
$97.45 - $121.28 $219K - $272K
6.14K $611K
OSCR
Oscar Health, Inc.

Healthcare
-13.7K
- 43.92%
$13.38 - $20.63 $184K - $284K
17.6K $235K
VIS
Vanguard Industrial ETF

ETFs
-1.27K
- 7.19%
$254.39 - $279.7 $324K - $356K
16.4K $4.18M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-10.6K
- 31.4%
$7.45 - $18.94 $79.3K - $202K
23.2K $188K
TEX
Terex Corp

Industrials
-6.28K
- 31.4%
$45.07 - $58.61 $283K - $368K
13.7K $634K
TALO
Talos Energy Inc.

Energy
-39K
- 57.8%
$9.08 - $11.97 $355K - $467K
28.5K $276K
MMS
Maximus, Inc.

Industrials
-1.58K
- 9.67%
$69.81 - $92.82 $111K - $147K
14.8K $1.1M
BBD
Bank Bradesco

Financial Services
-136K
- 62.55%
$1.87 - $2.77 $254K - $376K
81.2K $155K
LCID
Lucid Group, Inc.

Consumer Cyclical
-102K
- 45.6%
$2.01 - $3.44 $205K - $351K
122K $368K
CLF
Cleveland Cliffs Inc.

Basic Materials
-730
- 0.6%
$9.24 - $13.94 $6.75K - $10.2K
121K $1.14M
ZETA
Zeta Global Holdings Corp.

Technology
-7.89K
- 33.79%
$17.37 - $36.74 $137K - $290K
15.5K $278K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-7.43K
- 36.6%
$32.82 - $45.55 $244K - $338K
12.9K $429K
DK
Delek Us Holdings, Inc.

Energy
-22K
- 53.2%
$15.4 - $20.37 $339K - $448K
19.4K $358K
VNET
Vnet Group, Inc.

Technology
-104K
- 88.58%
$3.28 - $5.02 $340K - $521K
13.4K $63K
CRUS
Cirrus Logic, Inc.

Technology
-1.61K
- 15.8%
$99.58 - $125.3 $161K - $202K
8.59K $855K
IDV
Ishares Tr

ETFs
-2.36K
- 1.96%
$27.03 - $29.92 $63.7K - $70.5K
118K $3.23M
CCS
Century Communities, Inc.

Consumer Cyclical
-1.62K
- 16.69%
$72.88 - $103.59 $118K - $168K
8.09K $593K
WDC
Western Digital Corp

Technology
-623
- 1.47%
$59.62 - $73.43 $37.1K - $45.7K
41.8K $2.49M
KFY
Korn Ferry

Industrials
-3.28K
- 14.33%
$66.56 - $79.4 $219K - $261K
19.6K $1.32M
ALB
Albemarle Corp

Basic Materials
-2.32K
- 10.13%
$86.08 - $111.3 $200K - $258K
20.6K $1.77M
SVC
Service Properties Trust

Real Estate
-58.3K
- 47.29%
$2.33 - $4.92 $136K - $287K
65K $165K
MPW
Medical Properties Trust Inc

Real Estate
-14.7K
- 8.26%
$3.72 - $5.77 $54.8K - $85K
164K $645K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-4.55K
- 32.65%
$64.62 - $71.43 $294K - $325K
9.39K $606K
MHO
M/I Homes, Inc.

Consumer Cyclical
-1.1K
- 16.89%
$132.44 - $174.81 $145K - $192K
5.4K $717K
TWI
Titan International Inc

Industrials
-43.4K
- 59.36%
$6.44 - $8.89 $280K - $386K
29.7K $201K
PDN
Invesco Fd Tr

ETFs
-8.38K
- 23.15%
$31.62 - $34.97 $265K - $293K
27.8K $879K
BCO
Brinks CO

Industrials
-485
- 3.24%
$89.25 - $114.23 $43.3K - $55.4K
14.5K $1.34M
DAN
Dana Inc

Consumer Cyclical
-38.8K
- 62.21%
$7.67 - $13.0 $297K - $504K
23.6K $272K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
-10.6K
- 96.3%
$31.62 - $38.2 $335K - $405K
407 $13K
AORT
Artivion, Inc.

Healthcare
-15.4K
- 53.67%
$25.41 - $30.11 $391K - $463K
13.3K $381K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-10.3K
- 6.61%
$12.61 - $15.33 $129K - $157K
145K $1.86M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-4.38K
- 2.16%
$41.74 - $46.2 $183K - $202K
198K $8.31M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-9.03K
- 19.74%
$27.88 - $30.51 $252K - $276K
36.7K $1.03M
IAC
Iac/Inter Active Corp

Communication Services
-4.9K
- 34.05%
$41.75 - $55.1 $204K - $270K
9.48K $409K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-5.53K
- 5.54%
$25.34 - $27.3 $140K - $151K
94.2K $2.39M
VTR
Ventas, Inc.

Real Estate
-1.3K
- 2.47%
$57.73 - $66.48 $75.3K - $86.7K
51.5K $3.03M
EQC
Equity Commonwealth

Real Estate
-734
- 3.78%
$1.5 - $20.39 $1.1K - $15K
18.7K $33K
FCG
First Tr Exchange Traded Fd

ETFs
-15K
- 55.03%
$22.98 - $26.48 $345K - $398K
12.3K $302K
ARW
Arrow Electronics Inc

Technology
-1.09K
- 9.74%
$112.44 - $137.23 $123K - $150K
10.1K $1.14M
CC
Chemours CO

Basic Materials
-11.3K
- 25.64%
$16.82 - $21.94 $191K - $249K
32.9K $555K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-7.73K
- 99.65%
$32.69 - $41.93 $253K - $324K
27 $0
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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