Creative Planning Banks—Regional

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.03B
$1.25 Million 0.0% of portfolio
11,946
Q3 2024 Added 130.13%
$2.29B
$1.23 Million 0.0% of portfolio
26,308
Q3 2024 Added 4.57%
$844M
$1.2 Million 0.0% of portfolio
48,064
Q3 2024 Added 42.17%
$10.8B
$1.19 Million 0.0% of portfolio
76,863
Q3 2024 Reduced 7.11%
$1.48B
$1.19 Million 0.0% of portfolio
12,484
Q3 2024 Added 6.64%
$699M
$1.15 Million 0.0% of portfolio
20,288
Q3 2024 Added 33.39%
$3.64B
$1.14 Million 0.0% of portfolio
10,829
Q3 2024 Added 17.58%
$1.8B
$1.11 Million 0.0% of portfolio
37,349
Q3 2024 Added 17.46%
$1.36B
$1.1 Million 0.0% of portfolio
59,045
Q3 2024 Reduced 13.43%
$847M
$1.09 Million 0.0% of portfolio
46,421
Q3 2024 Added 5.69%
$1.36B
$1.05 Million 0.0% of portfolio
24,468
Q3 2024 Added 14.09%
$989M
$1.02 Million 0.0% of portfolio
31,490
Q3 2024 Added 12.28%
$6.11B
$1.01 Million 0.0% of portfolio
31,700
Q3 2024 Reduced 1.48%
$691M
$977,000 0.0% of portfolio
29,306
Q3 2024 Reduced 32.12%
$850M
$968,000 0.0% of portfolio
32,185
Q3 2024 Added 36.43%
$531M
$941,000 0.0% of portfolio
95,262
Q3 2024 Added 26.24%
$3.19B
$921,000 0.0% of portfolio
30,033
Q3 2024 Added 23.01%
$8.5B
$893,000 0.0% of portfolio
7,986
Q3 2024 Reduced 5.48%
$7.98B
$883,000 0.0% of portfolio
18,716
Q3 2024 Reduced 6.71%
$654M
$865,000 0.0% of portfolio
55,679
Q3 2024 Added 8.06%
$5B
$856,000 0.0% of portfolio
60,731
Q3 2024 Added 2.98%
$355M
$834,000 0.0% of portfolio
16,040
Q2 2024 New
$661M
$826,000 0.0% of portfolio
18,907
Q3 2024 Added 29.76%
$4.93B
$812,000 0.0% of portfolio
18,899
Q3 2024 Reduced 2.74%
$2.68B
$811,000 0.0% of portfolio
4,835
Q3 2024 Reduced 0.43%
$4.68B
$789,000 0.0% of portfolio
15,421
Q3 2024 Reduced 5.05%
$1.04B
$773,000 0.0% of portfolio
41,625
Q3 2024 Added 3.51%
$14.3B
$730,000 0.0% of portfolio
4,037
Q3 2024 Added 52.57%
$235M
$721,000 0.0% of portfolio
23,850
Q2 2024 Added 0.04%
$6.73B
$707,000 0.0% of portfolio
7,053
Q3 2024 Reduced 4.77%
$3.5B
$686,000 0.0% of portfolio
31,888
Q3 2024 Added 7.57%
$1.01B
$649,000 0.0% of portfolio
24,275
Q3 2024 Added 35.18%
$526M
$649,000 0.0% of portfolio
55,993
Q3 2024 Added 89.38%
$538M
$641,000 0.0% of portfolio
23,397
Q3 2024 Added 34.74%
$1.1B
$632,000 0.0% of portfolio
16,321
Q3 2024 Added 42.16%
$2.34B
$630,000 0.0% of portfolio
19,072
Q3 2024 Reduced 6.07%
$3.19B
$608,000 0.0% of portfolio
33,554
Q3 2024 Added 26.55%
$8.54B
$591,000 0.0% of portfolio
6,843
Q3 2024 Added 18.88%
$2.25B
$591,000 0.0% of portfolio
15,897
Q3 2024 Added 25.82%
$20B
$577,000 0.0% of portfolio
216,941
Q3 2024 Reduced 8.55%
$4.36B
$576,000 0.0% of portfolio
63,665
Q3 2024 Added 30.27%
$3.4B
$563,000 0.0% of portfolio
43,818
Q3 2024 Added 13.91%
$436M
$548,000 0.0% of portfolio
36,306
Q3 2024 Added 46.05%
$3.16B
$546,000 0.0% of portfolio
23,629
Q3 2024 Added 6.41%
$292M
$527,000 0.0% of portfolio
37,674
Q3 2024 Added 30.62%
$890M
$497,000 0.0% of portfolio
10,022
Q3 2024 New
$2.61B
$495,000 0.0% of portfolio
13,159
Q3 2024 Added 20.51%
$1.46B
$487,000 0.0% of portfolio
11,714
Q3 2024 Reduced 0.64%
$1.62B
$482,000 0.0% of portfolio
10,194
Q3 2024 Added 36.48%
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