Creative Planning New Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RMR
Rmr Group Inc.

Real Estate
1.58K
New
$20.29 - $25.78 $32K - $40.6K
1.58K $32K
KRNT
Kornit Digital Ltd.

Industrials
987
New
$22.89 - $32.91 $22.6K - $32.5K
987 $30K
AVNS
Avanos Medical, Inc.

Healthcare
1.79K
New
$15.58 - $23.61 $27.9K - $42.3K
1.79K $28K
AHH
Armada Hoffler Properties, Inc.

Real Estate
2.66K
New
$10.06 - $11.26 $26.8K - $30K
2.66K $27K
EAF
Graftech International LTD

Industrials
15.5K
New
$1.36 - $2.26 $21.1K - $35.1K
15.5K $26K
HNRG
Hallador Energy CO

Energy
2.23K
New
$8.9 - $13.49 $19.9K - $30.1K
2.23K $25K
WRLD
World Acceptance Corp

Financial Services
225
New
$108.04 - $126.46 $24.3K - $28.5K
225 $25K
CHCT
Community Healthcare Trust Inc

Real Estate
1.33K
New
$16.06 - $19.35 $21.4K - $25.8K
1.33K $25K
ARIS
Aris Water Solutions, Inc.

Utilities
1.05K
New
$15.05 - $27.52 $15.9K - $29K
1.05K $25K
ABCB
Ameris Bancorp

Financial Services
375
New
$60.0 - $72.37 $22.5K - $27.1K
375 $23K
ESTA
Establishment Labs Holdings Inc.

Healthcare
492
New
$37.51 - $48.81 $18.5K - $24K
492 $22K
ADES
Advanced Emissions Solutions, Inc.

Industrials
2.97K
New
N/A
2.97K $22K
REKR
Rekor Systems, Inc.

Technology
12K
New
$0.81 - $1.86 $9.72K - $22.3K
12K $21K
HLIO
Helios Technologies, Inc.

Industrials
485
New
$44.42 - $56.28 $21.5K - $27.3K
485 $21K
PRAA
Pra Group Inc

Financial Services
1.05K
New
$18.83 - $24.72 $19.7K - $25.8K
1.05K $21K
SSYS
Stratasys Ltd.

Technology
2.47K
New
$7.01 - $10.79 $17.3K - $26.6K
2.47K $21K
ORN
Orion Group Holdings Inc

Industrials
2.91K
New
$5.35 - $9.0 $15.6K - $26.2K
2.91K $21K
ATLC
Atlanticus Holdings Corp

Financial Services
392
New
$34.09 - $64.1 $13.4K - $25.1K
392 $21K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
631
New
$28.49 - $36.1 $18K - $22.8K
631 $20K
NRIX
Nurix Therapeutics, Inc.

Healthcare
1.03K
New
$18.64 - $28.14 $19.2K - $28.9K
1.03K $19K
KYMR
Kymera Therapeutics, Inc.

Healthcare
487
New
$39.06 - $51.84 $19K - $25.2K
487 $19K
VVI
Viad Corp

Industrials
460
New
$35.01 - $45.51 $16.1K - $20.9K
460 $19K
HQH
Tekla Healthcare Investors

Financial Services
1.15K
New
$16.03 - $18.73 $18.4K - $21.5K
1.15K $18K
NN
Nextnav Inc.

Communication Services
1.22K
New
$7.49 - $18.0 $9.15K - $22K
1.22K $18K
AREC
American Resources Corp

Basic Materials
18K
New
$0.96 - $1.32 $17.3K - $23.8K
18K $18K
SHYF
Shyft Group, Inc.

Industrials
1.57K
New
$11.33 - $14.9 $17.8K - $23.4K
1.57K $18K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
767
New
$22.84 - $36.05 $17.5K - $27.7K
767 $17K
DOMO
Domo, Inc.

Technology
2.4K
New
$7.03 - $9.98 $16.9K - $23.9K
2.4K $16K
LOVE
Lovesac CO

Consumer Cyclical
637
New
$22.7 - $38.64 $14.5K - $24.6K
637 $15K
VNRX
Volitionrx LTD

Healthcare
23.2K
New
$0.56 - $0.88 $13K - $20.4K
23.2K $13K
LQDT
Liquidity Services Inc

Consumer Cyclical
425
New
$21.4 - $35.54 $9.1K - $15.1K
425 $13K
JLS
Nuveen Mortgage & Income Fund

Financial Services
700
New
$17.91 - $18.99 $12.5K - $13.3K
700 $12K
ARVN
Arvinas, Inc.

Healthcare
674
New
$17.83 - $28.04 $12K - $18.9K
674 $12K
NRIM
Northrim Bancorp Inc

Financial Services
145
New
$64.07 - $88.5 $9.29K - $12.8K
145 $11K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
1.15K
New
$9.69 - $12.45 $11.2K - $14.3K
1.15K $11K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
36.1K
New
$0.31 - $0.68 $11.2K - $24.5K
36.1K $11K
FTLS
First Tr Long/Short Equity ETF

ETFs
147
New
$63.1 - $67.29 $9.28K - $9.89K
147 $9K
LUCD
Lucid Diagnostics Inc.

Healthcare
11.9K
New
$0.76 - $1.08 $9.01K - $12.8K
11.9K $9K
GOGO
Gogo Inc.

Communication Services
1.03K
New
$6.3 - $8.53 $6.46K - $8.74K
1.03K $8K
FSBC
Five Star Bancorp

Financial Services
254
New
$28.1 - $33.55 $7.14K - $8.52K
254 $7K
CCBG
Capital City Bank Group Inc

Financial Services
200
New
$33.37 - $39.7 $6.67K - $7.94K
200 $7K
WRBY
Warby Parker Inc.

Healthcare
293
New
$15.04 - $25.72 $4.41K - $7.54K
293 $7K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
101
New
$73.63 - $87.56 $7.44K - $8.84K
101 $7K
NECB
North East Community Bancorp, Inc.

Financial Services
303
New
$24.13 - $31.11 $7.31K - $9.43K
303 $7K
SIMO
Silicon Motion Technology Corp

Technology
127
New
$51.13 - $61.14 $6.49K - $7.76K
127 $6K
DJCO
Daily Journal Corp

Technology
12
New
$465.0 - $589.89 $5.58K - $7.08K
12 $6K
ITIC
Investors Title CO

Financial Services
28
New
$220.8 - $286.51 $6.18K - $8.02K
28 $6K
TRUP
Trupanion, Inc.

Financial Services
142
New
$41.09 - $56.01 $5.83K - $7.95K
142 $6K
AEHR
Aehr Test Systems

Technology
382
New
$10.78 - $16.98 $4.12K - $6.49K
382 $6K
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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