Creative Planning Asset Management

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$154,000 0.0% of portfolio
14,061
Q3 2024 Added 0.53%
$0
$142,000 0.0% of portfolio
10,043
Q3 2024 New
$893M
$140,000 0.0% of portfolio
12,603
Q3 2024 Added 18.3%
$0
$134,000 0.0% of portfolio
11,252
Q3 2024 Added 0.95%
$0
$133,000 0.0% of portfolio
16,580
Q3 2024 Added 33.01%
$0
$131,000 0.0% of portfolio
15,364
Q2 2024 Reduced 43.14%
$0
$128,000 0.0% of portfolio
10,336
Q3 2024 New
$0
$120,000 0.0% of portfolio
12,067
Q3 2024 Added 1.84%
$0
$116,000 0.0% of portfolio
12,926
Q3 2024 Reduced 23.63%
$127M
$115,000 0.0% of portfolio
40,840
Q3 2024 Added 17.57%
$0
$111,000 0.0% of portfolio
11,602
Q2 2024 Reduced 0.38%
$0
$106,000 0.0% of portfolio
11,460
Q1 2024 Reduced 38.91%
$0
$100,000 0.0% of portfolio
11,078
Q3 2024 Reduced 7.51%
$0
$100,000 0.0% of portfolio
16,078
Q3 2024 Added 0.88%
$0
$97,000 0.0% of portfolio
12,916
Q3 2024 Added 0.12%
$0
$96,000 0.0% of portfolio
13,000
Q3 2024 Added 8.33%
$0
$68,000 0.0% of portfolio
11,767
Q3 2024 Added 4.44%
$0
$59,000 0.0% of portfolio
12,134
Q3 2024 Added 2.54%
$0
$57,000 0.0% of portfolio
13,413
Q3 2024 New
$0
$52,000 0.0% of portfolio
11,058
Q3 2024 Reduced 11.94%
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