Creative Planning Banks—Regional

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.9B
$32.3 Million 0.03% of portfolio
676,074
Q4 2024 Added 7.92%
$78.3B
$16.1 Million 0.02% of portfolio
83,611
Q4 2024 Added 10.12%
$7.85B
$15.7 Million 0.02% of portfolio
252,120
Q4 2024 Reduced 1.17%
$62.1B
$13.6 Million 0.01% of portfolio
312,737
Q4 2024 Reduced 13.01%
$30.2B
$10.2 Million 0.01% of portfolio
241,708
Q4 2024 Added 2.28%
$112B
$9.46 Million 0.01% of portfolio
148,060
Q4 2024 Added 13.22%
$23B
$8.84 Million 0.01% of portfolio
201,916
Q4 2024 Reduced 3.15%
$34.4B
$5.82 Million 0.01% of portfolio
30,932
Q4 2024 Added 5.84%
$5.4B
$5.68 Million 0.01% of portfolio
50,357
Q4 2024 Added 60.75%
$8.53B
$5.37 Million 0.01% of portfolio
171,717
Q4 2024 Added 10.2%
$4.81B
$5.31 Million 0.01% of portfolio
62,684
Q4 2024 Added 1,752.91%
$916M
$5.23 Million 0.01% of portfolio
52,749
Q4 2024 New
$21.5B
$5.03 Million 0.0% of portfolio
88,369
Q4 2024 Added 2.6%
$72.7B
$4.92 Million 0.0% of portfolio
1,007,150
Q4 2024 Added 25.38%
$22.7B
$4.81 Million 0.0% of portfolio
204,546
Q4 2024 Added 7.02%
$6.15B
$4.16 Million 0.0% of portfolio
146,951
Q4 2024 Added 2.08%
$24.1B
$3.91 Million 0.0% of portfolio
240,207
Q4 2024 Added 3.31%
$796M
$3.4 Million 0.0% of portfolio
224,565
Q4 2024 Reduced 6.58%
$2.2B
$3.25 Million 0.0% of portfolio
45,345
Q4 2024 Reduced 2.16%
$790M
$3.07 Million 0.0% of portfolio
83,259
Q4 2024 Reduced 17.17%
$10.4B
$2.93 Million 0.0% of portfolio
53,103
Q4 2024 Added 32.95%
$3.31B
$2.92 Million 0.0% of portfolio
169,307
Q4 2024 Reduced 1.06%
$908M
$2.91 Million 0.0% of portfolio
83,101
Q4 2024 Added 1.92%
$41.2B
$2.82 Million 0.0% of portfolio
165,211
Q4 2024 Added 15.44%
$559M
$2.77 Million 0.0% of portfolio
79,374
Q4 2024 Reduced 0.95%
$54.3B
$2.66 Million 0.0% of portfolio
976,297
Q4 2024 Added 2.53%
$625M
$2.63 Million 0.0% of portfolio
56,948
Q4 2024 Added 19.48%
$32.1B
$2.61 Million 0.0% of portfolio
1,233
Q4 2024 Added 8.35%
$7B
$2.48 Million 0.0% of portfolio
114,341
Q4 2024 Added 19.96%
$7.74B
$2.48 Million 0.0% of portfolio
24,881
Q4 2024 Added 36.74%
$5.52B
$2.45 Million 0.0% of portfolio
48,848
Q4 2024 Added 11.54%
$2.27B
$2.36 Million 0.0% of portfolio
41,756
Q4 2024 Reduced 4.74%
$1.5B
$2.32 Million 0.0% of portfolio
68,855
Q4 2024 Added 4.0%
$9.19B
$2.23 Million 0.0% of portfolio
19,476
Q4 2024 Added 4.09%
$8.03B
$2.2 Million 0.0% of portfolio
42,861
Q4 2024 Added 4.44%
$2.65B
$2.12 Million 0.0% of portfolio
78,800
Q4 2024 Added 0.22%
$561M
$2.02 Million 0.0% of portfolio
64,355
Q4 2024 Added 0.5%
$251M
$1.99 Million 0.0% of portfolio
40,794
Q3 2024 Reduced -0.0%
$5.11B
$1.97 Million 0.0% of portfolio
52,429
Q4 2024 Added 1.57%
$5.31B
$1.95 Million 0.0% of portfolio
54,170
Q4 2024 Added 7.11%
$16.5B
$1.83 Million 0.0% of portfolio
106,971
Q4 2024 Reduced 24.8%
$919M
$1.8 Million 0.0% of portfolio
60,893
Q4 2024 Added 12.49%
$649M
$1.78 Million 0.0% of portfolio
41,643
Q4 2024 Added 20.39%
$2.74B
$1.77 Million 0.0% of portfolio
28,921
Q4 2024 Added 4.25%
$488M
$1.67 Million 0.0% of portfolio
235,968
Q4 2024 Added 22.92%
$11.9B
$1.67 Million 0.0% of portfolio
82,767
Q4 2024 Added 7.68%
$3.77B
$1.6 Million 0.0% of portfolio
66,756
Q4 2024 Added 109.35%
$7.87B
$1.59 Million 0.0% of portfolio
12,774
Q4 2024 Reduced 4.25%
$2.16B
$1.55 Million 0.0% of portfolio
57,403
Q4 2024 Added 13.83%
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