Creative Planning Sells in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFS
Provident Financial Services Inc

Financial Services
-14.5K
- 24.58%
$17.64 - $21.86 $256K - $317K
44.5K $840K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-2.28K
- 12.14%
$36.2 - $46.69 $82.6K - $107K
16.5K $599K
INTF
Ishares Tr

ETFs
-1.88K
- 2.56%
$28.54 - $31.26 $53.6K - $58.7K
71.5K $2.05M
HYD
Vaneck High Yield Muni ETF

ETFs
-4.42K
- 22.07%
$51.09 - $53.06 $226K - $235K
15.6K $810K
GNL
Global Net Lease, Inc.

Real Estate
-22.4K
- 28.8%
$7.02 - $8.61 $157K - $193K
55.4K $404K
NBR
Nabors Industries LTD

Energy
-3.37K
- 41.7%
$51.07 - $84.38 $172K - $285K
4.72K $269K
IEP
Icahn Enterprises L.P.

Industrials
-11.6K
- 38.0%
$8.67 - $15.49 $101K - $180K
18.9K $164K
CYTK
Cytokinetics Inc

Healthcare
-2.36K
- 9.98%
$46.36 - $58.62 $110K - $138K
21.3K $1M
LCII
Lci Industries

Consumer Cyclical
-1.44K
- 24.94%
$101.78 - $126.7 $146K - $182K
4.32K $447K
THO
Thor Industries Inc

Consumer Cyclical
-937
- 8.51%
$94.35 - $115.54 $88.4K - $108K
10.1K $964K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.85K
- 4.43%
$35.32 - $44.84 $101K - $128K
61.4K $2.29M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-9.07K
- 93.17%
$22.66 - $27.11 $206K - $246K
665 $15K
STWD
Starwood Property Trust, Inc.

Real Estate
-8.28K
- 15.49%
$18.95 - $20.37 $157K - $169K
45.2K $855K
VVV
Valvoline Inc

Energy
-5.47K
- 92.79%
$36.18 - $43.41 $198K - $237K
425 $15K
PATH
Ui Path, Inc.

Technology
-17.7K
- 29.97%
$11.95 - $15.5 $211K - $274K
41.3K $525K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-3.99K
- 4.69%
$80.84 - $86.4 $323K - $345K
81.1K $6.74M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-5.68K
- 92.43%
$31.86 - $41.49 $181K - $236K
465 $16K
BWA
Borgwarner Inc

Consumer Cyclical
-3.66K
- 14.63%
$31.48 - $35.49 $115K - $130K
21.4K $679K
UFPT
Ufp Technologies Inc

Healthcare
-716
- 98.08%
$238.73 - $346.29 $171K - $248K
14 $3K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-8.06K
- 6.05%
$9.98 - $11.7 $80.5K - $94.3K
125K $1.25M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-10.1K
- 13.76%
$7.17 - $12.28 $72.5K - $124K
63.4K $469K
TKR
Timken CO

Industrials
-1.26K
- 12.4%
$70.76 - $87.24 $88.9K - $110K
8.88K $633K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-3.73K
- 28.97%
$51.76 - $56.72 $193K - $212K
9.15K $473K
MATV
Schweitzer Mauduit International Inc

Basic Materials
-11.6K
- 75.96%
$10.85 - $17.4 $126K - $203K
3.69K $40K
TRU
Trans Union

Industrials
-894
- 7.93%
$92.71 - $108.67 $82.9K - $97.2K
10.4K $962K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-351
- 0.31%
$69.58 - $74.87 $24.4K - $26.3K
111K $7.8M
ACWI
Ishares Msci Acwi ETF

ETFs
-972
- 2.1%
$117.05 - $123.03 $114K - $120K
45.3K $5.33M
HIW
Highwoods Properties, Inc.

Real Estate
-2.11K
- 4.24%
$29.37 - $36.37 $61.9K - $76.6K
47.6K $1.45M
FM
Ishares Msci Frontier And Sele

ETFs
-7.21K
- 26.91%
$27.11 - $27.7 $195K - $200K
19.6K $531K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1.3K
- 13.57%
$77.43 - $89.47 $101K - $116K
8.27K $643K
ROL
Rollins Inc

Consumer Cyclical
-2.33K
- 10.04%
$46.35 - $51.59 $108K - $120K
20.8K $966K
STAA
Staar Surgical CO

Healthcare
-5.5K
- 99.48%
$23.93 - $35.89 $131K - $197K
29 $0
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-6.9K
- 97.71%
$22.4 - $29.88 $155K - $206K
162 $3K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-3.71K
- 44.29%
$55.05 - $58.86 $204K - $219K
4.67K $263K
ENTG
Entegris Inc

Technology
-127
- 0.89%
$97.67 - $112.92 $12.4K - $14.3K
14.1K $1.4M
GVI
Ishares Tr

ETFs
-1.83K
- 38.67%
$103.89 - $107.05 $190K - $195K
2.9K $301K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.93K
- 6.35%
$25.66 - $34.91 $49.6K - $67.5K
28.5K $751K
ERII
Energy Recovery, Inc.

Industrials
-6.98K
- 18.68%
$14.66 - $19.93 $102K - $139K
30.4K $446K
FUL
Fuller H B CO

Basic Materials
-804
- 6.42%
$67.09 - $80.64 $53.9K - $64.8K
11.7K $791K
BALT
Innovator Etfs Tr
-6.66K
- 50.21%
$30.76 - $31.55 $205K - $210K
6.61K $207K
SCL
Stepan CO

Basic Materials
-1.96K
- 33.5%
$64.61 - $81.08 $127K - $159K
3.9K $252K
AMKR
Amkor Technology, Inc.

Technology
-2.3K
- 7.95%
$25.13 - $31.61 $57.7K - $72.5K
26.6K $683K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-8.04K
- 44.87%
$23.42 - $24.25 $188K - $195K
9.88K $233K
KRYS
Krystal Biotech, Inc.

Healthcare
-347
- 6.04%
$156.64 - $199.61 $54.4K - $69.3K
5.4K $845K
VFH
Vanguard Financial ETF

ETFs
-7.43K
- 8.93%
$108.87 - $126.2 $809K - $938K
75.8K $8.95M
NAVI
Navient Corp

Financial Services
-5.31K
- 9.59%
$12.98 - $15.86 $69K - $84.3K
50.1K $665K
NTST
Netstreit Corp.

Real Estate
-11.7K
- 88.02%
$13.84 - $16.74 $162K - $196K
1.6K $22K
IYR
Ishares Tr

ETFs
-754
- 5.22%
$90.74 - $102.87 $68.4K - $77.6K
13.7K $1.27M
AQST
Aquestive Therapeutics, Inc.

Healthcare
-17.5K
- 18.82%
$3.46 - $5.64 $60.4K - $98.5K
75.4K $266K
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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