Creative Planning New Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GCMG
Gcm Grosvenor Inc.

Financial Services
128
New
$11.1 - $12.46 $1.42K - $1.59K
128 $1K
OBT
Orange County Bancorp, Inc.

Financial Services
25
New
$52.9 - $63.8 $1.32K - $1.6K
25 $1K
VMD
Viemed Healthcare, Inc.

Healthcare
174
New
$7.43 - $9.51 $1.29K - $1.65K
174 $1K
EVER
Ever Quote, Inc.

Communication Services
81
New
$16.8 - $21.02 $1.36K - $1.7K
81 $1K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
160
New
$6.33 - $8.67 $1.01K - $1.39K
160 $1K
PFIS
Peoples Financial Services Corp.

Financial Services
20
New
$44.73 - $58.76 $895 - $1.18K
20 $1K
APEI
American Public Education Inc

Consumer Defensive
88
New
$13.6 - $23.27 $1.2K - $2.05K
88 $1K
LEU
Centrus Energy Corp

Energy
22
New
$55.8 - $109.53 $1.23K - $2.41K
22 $1K
MBLY
Mobileye Global Inc.
100
New
$12.07 - $20.07 $1.21K - $2.01K
100 $1K
SPT
Sprout Social, Inc.

Technology
44
New
$26.49 - $36.24 $1.17K - $1.59K
44 $1K
BWMN
Bowman Consulting Group Ltd.

Industrials
66
New
$20.0 - $28.42 $1.32K - $1.88K
66 $1K
DNOW
Now Inc.

Energy
92
New
$11.65 - $15.23 $1.07K - $1.4K
92 $1K
LPG
Dorian Lpg Ltd.

Energy
64
New
$22.69 - $36.35 $1.45K - $2.33K
64 $1K
CRK
Comstock Resources Inc

Energy
104
New
$11.15 - $18.92 $1.16K - $1.97K
104 $1K
BLND
Blend Labs, Inc.

Technology
391
New
$3.31 - $5.35 $1.29K - $2.09K
391 $1K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
147
New
$10.4 - $12.75 $1.53K - $1.87K
147 $1K
HLIT
Harmonic Inc

Technology
107
New
$10.96 - $14.82 $1.17K - $1.59K
107 $1K
VSEC
Vse Corp

Industrials
17
New
$83.31 - $121.36 $1.42K - $2.06K
17 $1K
DV
Double Verify Holdings, Inc.

Technology
79
New
$16.24 - $21.06 $1.28K - $1.66K
79 $1K
AMSC
American Superconductor Corp

Industrials
49
New
$21.33 - $36.81 $1.05K - $1.8K
49 $1K
CLW
Clearwater Paper Corp

Basic Materials
37
New
$24.53 - $32.66 $908 - $1.21K
37 $1K
RCUS
Arcus Biosciences, Inc.

Healthcare
79
New
$14.28 - $18.44 $1.13K - $1.46K
79 $1K
ZIMV
Zim Vie Inc.

Healthcare
124
New
$13.21 - $16.0 $1.64K - $1.98K
124 $1K
PLRX
Pliant Therapeutics, Inc.

Healthcare
109
New
$10.55 - $15.7 $1.15K - $1.71K
109 $1K
RXST
Rx Sight, Inc.

Healthcare
41
New
$33.66 - $54.73 $1.38K - $2.24K
41 $1K
SPOK
Spok Holdings, Inc

Healthcare
100
New
$14.47 - $17.05 $1.45K - $1.71K
100 $1K
WEAV
Weave Communications, Inc.

Technology
124
New
$12.47 - $16.19 $1.55K - $2.01K
124 $1K
Everus Constr Group
14.3K
New
N/A
14.3K $0
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
113
New
$8.09 - $12.5 $914 - $1.41K
113 $0
South Bow Corp
498
New
N/A
498 $0
Concentra Group Holdings Par
18.3K
New
N/A
18.3K $0
LE
Lands' End, Inc.

Consumer Cyclical
70
New
N/A
70 $0
Sunrise Communications Ag
7.21K
New
N/A
7.21K $0
Curbline Pptys Corp
25.3K
New
N/A
25.3K $0
Grayscale Bitcoin Mini Tr Et
27.2K
New
N/A
27.2K $0
Aptiv PLC
14.2K
New
N/A
14.2K $0
Grayscale Ethereum Mini Tr E
8.18K
New
N/A
8.18K $0
AREN
Arena Group Holdings, Inc.

Communication Services
9
New
$0.6 - $1.81 $5.4 - $16.3
9 $0
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
17
New
N/A
17 $0
Vestis Corporation
95
New
N/A
95 $0
FOXF
Fox Factory Holding Corp

Consumer Cyclical
33
New
$29.05 - $41.22 $959 - $1.36K
33 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
21
New
$42.07 - $57.72 $883 - $1.21K
21 $0
Two Hbrs Invt Corp
250
New
N/A
250 $0
CLMB
Climb Global Solutions Inc Com
1.82K
New
N/A
1.82K $0
Rubrik Inc.
3.55K
New
N/A
3.55K $0
Neurogene Inc
41
New
N/A
41 $0
Mackenzie Rlty Cap Inc
19.2K
New
N/A
19.2K $0
Inhibrx Biosciences Inc
222
New
N/A
222 $0
Grail Inc
93
New
N/A
93 $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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