Creative Planning Asset Management

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.21B
$49.9 Million 0.05% of portfolio
1,704,824
Q3 2024 Reduced 0.83%
$117B
$36.4 Million 0.04% of portfolio
237,936
Q3 2024 Added 4.24%
$144B
$22 Million 0.02% of portfolio
23,217
Q3 2024 Added 6.19%
$5.21B
$11.2 Million 0.01% of portfolio
66,601
Q3 2024 Added 6.1%
$55B
$10.6 Million 0.01% of portfolio
22,571
Q3 2024 Added 1.57%
$61B
$9.43 Million 0.01% of portfolio
131,200
Q3 2024 Reduced 44.46%
$121B
$9.03 Million 0.01% of portfolio
69,127
Q3 2024 Added 14.9%
$0
$6.4 Million 0.01% of portfolio
464,849
Q3 2024 Reduced 11.13%
$24.5B
$6.03 Million 0.01% of portfolio
55,324
Q3 2024 Added 0.32%
$0
$5.36 Million 0.01% of portfolio
255,890
Q3 2024 Reduced 20.84%
$93.2B
$5.22 Million 0.01% of portfolio
41,784
Q3 2024 Added 5.87%
$19B
$3.99 Million 0.0% of portfolio
46,428
Q3 2024 Reduced 6.74%
$0
$3.78 Million 0.0% of portfolio
185,477
Q3 2024 Reduced 1.43%
$4.34B
$3.67 Million 0.0% of portfolio
73,176
Q3 2024 Added 37.04%
$30.1B
$3.27 Million 0.0% of portfolio
20,957
Q3 2024 Added 13.74%
$2.55B
$2.75 Million 0.0% of portfolio
182,095
Q3 2024 Added 1,156.52%
$20.7B
$2.21 Million 0.0% of portfolio
24,582
Q3 2024 Added 4.1%
$0
$2.06 Million 0.0% of portfolio
154,045
Q3 2024 Reduced 6.61%
$0
$1.93 Million 0.0% of portfolio
97,849
Q3 2024 Added 1.08%
$34.5B
$1.85 Million 0.0% of portfolio
20,870
Q3 2024 Added 13.42%
$4.18B
$1.77 Million 0.0% of portfolio
18,396
Q3 2024 Added 54.07%
$0
$1.49 Million 0.0% of portfolio
148,984
Q3 2024 Added 93.78%
$3.59B
$1.28 Million 0.0% of portfolio
22,547
Q3 2024 Added 20.74%
$1.73B
$1.21 Million 0.0% of portfolio
47,679
Q3 2024 Added 71.03%
$6.75B
$1.2 Million 0.0% of portfolio
31,568
Q3 2024 Added 10.67%
$6.76B
$1.13 Million 0.0% of portfolio
6,337
Q3 2024 Reduced 2.25%
$0
$1.06 Million 0.0% of portfolio
55,516
Q3 2024 Added 0.02%
$9.97B
$1.02 Million 0.0% of portfolio
52,847
Q3 2024 Added 4.09%
$0
$909,000 0.0% of portfolio
27,721
Q3 2024 Added 6.89%
$0
$904,000 0.0% of portfolio
168,803
Q3 2024 Reduced 4.06%
$0
$864,000 0.0% of portfolio
33,221
Q3 2024 Added 22.9%
$0
$851,000 0.0% of portfolio
25,860
Q3 2024 Added 74.81%
$0
$791,000 0.0% of portfolio
38,563
Q3 2024 Reduced 0.21%
$0
$760,000 0.0% of portfolio
72,796
Q3 2024 Added 13.27%
$2.51B
$747,000 0.0% of portfolio
38,043
Q3 2024 Added 18.91%
$0
$727,000 0.0% of portfolio
29,695
Q3 2024 Reduced 28.34%
$3.42B
$657,000 0.0% of portfolio
17,898
Q3 2024 Reduced 22.91%
$0
$627,000 0.0% of portfolio
45,593
Q3 2024 Added 0.3%
$4.4B
$620,000 0.0% of portfolio
10,784
Q3 2024 Added 55.55%
$0
$599,000 0.0% of portfolio
54,353
Q2 2024 New
$7.44B
$596,000 0.0% of portfolio
33,949
Q3 2024 Added 1.17%
$0
$589,000 0.0% of portfolio
41,603
Q3 2024 Added 73.17%
$10.7B
$559,000 0.0% of portfolio
8,086
Q3 2024 Added 2.3%
$18.2B
$550,000 0.0% of portfolio
12,787
Q3 2024 Added 7.41%
$0
$534,000 0.0% of portfolio
24,583
Q3 2024 Added 14.87%
$3.45B
$524,000 0.0% of portfolio
15,005
Q3 2024 Added 3.23%
$0
$509,000 0.0% of portfolio
34,819
Q3 2024 Added 16.59%
$996M
$504,000 0.0% of portfolio
19,853
Q3 2024 Added 13.1%
$0
$494,000 0.0% of portfolio
69,248
Q3 2024 Reduced 4.11%
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