Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
THFF
First Financial Corp

Financial Services
9.28K
+ 19.48%
$41.17 - $50.61 $382K - $470K
56.9K $2.63M
SYF
Synchrony Financial

Financial Services
1.29K
+ 4.28%
$49.01 - $68.55 $63.1K - $88.2K
31.4K $2.04M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
13.2K
New
$40.26 - $42.88 $532K - $567K
13.2K $535K
PCG
Pg&E Corp

Utilities
23.7K
+ 17.38%
$19.2 - $21.63 $455K - $513K
160K $3.23M
HMOP
Hartford Fds Exchange Traded T

ETFs
13.8K
New
$38.56 - $39.45 $532K - $544K
13.8K $533K
KOMP
Spdr S&P Kensho New Economies

ETFs
10.5K
New
$48.59 - $54.76 $509K - $574K
10.5K $532K
FAST
Fastenal CO

Industrials
6.39K
+ 4.6%
$69.99 - $84.35 $448K - $539K
145K $10.5M
INGR
Ingredion Inc

Consumer Defensive
3.84K
+ 34.31%
$132.76 - $154.86 $510K - $595K
15K $2.07M
BE
Bloom Energy Corp

Industrials
6.91K
+ 21.48%
$9.04 - $27.45 $62.4K - $190K
39.1K $867K
RELY
Remitly Global, Inc.

Technology
23.4K
New
$12.69 - $23.07 $297K - $541K
23.4K $528K
AIG
American International Group, Inc.

Financial Services
7.53K
+ 15.05%
$70.0 - $79.22 $527K - $596K
57.5K $4.19M
PJT
Pjt Partners Inc.

Financial Services
2.49K
+ 46.97%
$132.4 - $167.36 $330K - $417K
7.8K $1.23M
BNS
Bank Of Nova Scotia

Financial Services
10.2K
+ 28.02%
$51.5 - $57.02 $528K - $584K
46.8K $2.51M
DGX
Quest Diagnostics Inc

Healthcare
3.78K
+ 32.63%
N/A
15.4K $2.11M
LEGN
Legend Biotech Corp

Healthcare
15.9K
New
$32.49 - $50.28 $518K - $801K
15.9K $518K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
16.2K
New
$26.18 - $35.42 $424K - $574K
16.2K $517K
NTRS
Northern Trust Corp

Financial Services
2.05K
+ 8.35%
$88.4 - $111.16 $181K - $228K
26.6K $2.73M
URBN
Urban Outfitters Inc

Consumer Cyclical
3.5K
+ 17.81%
$34.96 - $55.81 $122K - $195K
23.1K $1.27M
GPN
Global Payments Inc

Industrials
2.37K
+ 9.12%
$97.57 - $119.38 $231K - $283K
28.4K $3.18M
USFD
Us Foods Holding Corp.

Consumer Defensive
6.5K
+ 50.12%
$60.65 - $72.33 $394K - $470K
19.5K $1.31M
MOH
Molina Healthcare, Inc.

Healthcare
3.33K
+ 39.35%
$274.73 - $341.91 $914K - $1.14M
11.8K $3.43M
SITM
Sitime Corp

Technology
1.42K
+ 28.87%
$168.25 - $261.03 $238K - $370K
6.33K $1.36M
FCNCA
First Citizens Bancshares Inc

Financial Services
95
+ 8.35%
$1818.92 - $2353.08 $173K - $224K
1.23K $2.61M
FFIV
F5, Inc.

Technology
1.49K
+ 34.32%
$213.56 - $263.36 $318K - $392K
5.83K $1.47M
LPLA
Lpl Financial Holdings Inc.

Financial Services
480
+ 12.78%
$229.85 - $335.91 $110K - $161K
4.24K $1.38M
POWI
Power Integrations Inc

Technology
8.8K
+ 59.11%
$60.04 - $68.05 $528K - $599K
23.7K $1.46M
VRTS
Virtus Investment Partners, Inc.

Financial Services
2.18K
+ 103.31%
$203.34 - $250.89 $444K - $548K
4.3K $948K
HYGV
Flexshares Tr High Yield Value

ETFs
12.5K
New
$40.53 - $41.51 $505K - $517K
12.5K $506K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
35.9K
New
$9.31 - $15.95 $334K - $572K
35.9K $504K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
20.5K
New
$24.5 - $25.72 $502K - $527K
20.5K $503K
MRTN
Marten Transport LTD

Industrials
34.4K
+ 212.44%
$15.48 - $18.26 $532K - $627K
50.5K $788K
GVA
Granite Construction Inc

Industrials
4.86K
+ 55.09%
$79.33 - $100.2 $386K - $487K
13.7K $1.2M
IONS
Ionis Pharmaceuticals Inc

Healthcare
18.4K
+ 64.9%
$33.73 - $40.36 $621K - $743K
46.8K $1.64M
CSTM
Constellium Se

Basic Materials
84.9K
+ 136.11%
$9.97 - $16.45 $846K - $1.4M
147K $1.51M
TS
Tenaris Sa

Energy
8.24K
+ 26.42%
$31.3 - $39.08 $258K - $322K
39.4K $1.49M
BITO
Proshares Tr Bitcoin Strategy

ETFs
16.3K
+ 47.37%
$16.99 - $27.42 $277K - $447K
50.8K $1.16M
HCI
Hci Group, Inc.

Financial Services
39
+ 0.08%
$95.47 - $123.75 $3.72K - $4.83K
52K $6.05M
RCI
Rogers Communications Inc

Communication Services
23K
+ 103.14%
$30.36 - $39.38 $698K - $905K
45.3K $1.39M
HBAN
Huntington Bancshares Inc

Financial Services
7.7K
+ 3.31%
$14.18 - $18.2 $109K - $140K
240K $3.91M
TRMB
Trimble Inc.

Technology
2.95K
+ 8.99%
$60.21 - $75.4 $178K - $222K
35.8K $2.53M
CNP
Centerpoint Energy Inc

Utilities
10.9K
+ 17.42%
$28.58 - $32.66 $312K - $356K
73.5K $2.33M
FICO
Fair Isaac Corp

Technology
143
+ 3.23%
$1911.01 - $2382.4 $273K - $341K
4.57K $9.1M
CVNA
Carvana Co.

Consumer Cyclical
346
+ 2.42%
$175.8 - $260.8 $60.8K - $90.2K
14.6K $2.97M
TMP
Tompkins Financial Corp

Financial Services
7.17K
New
$56.09 - $78.15 $402K - $560K
7.17K $486K
VCR
Vanguard Consumer Discretionar

ETFs
328
+ 3.19%
$328.51 - $401.37 $108K - $132K
10.6K $3.98M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.02K
+ 7.28%
$91.94 - $100.02 $830K - $902K
133K $12.3M
QFIN
360 Digi Tech, Inc.

Financial Services
5.59K
+ 18.0%
$29.37 - $39.79 $164K - $223K
36.7K $1.41M
BPMC
Blueprint Medicines Corp

Healthcare
6.29K
+ 47.65%
$82.48 - $101.39 $519K - $637K
19.5K $1.7M
GH
Guardant Health, Inc.

Healthcare
11K
+ 59.26%
$20.2 - $38.11 $223K - $420K
29.6K $905K
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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