Creative Planning Banks—Regional

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$695M
$475,000 0.0% of portfolio
18,528
Q3 2024 New
$1.69B
$473,000 0.0% of portfolio
27,715
Q3 2024 Added 58.87%
$821M
$469,000 0.0% of portfolio
30,107
Q3 2024 Added 1.72%
$63.7M
$465,000 0.0% of portfolio
45,000
Q4 2022 Added 200.0%
$552M
$465,000 0.0% of portfolio
1,914
Q3 2024 Added 26.34%
$3.44B
$452,000 0.0% of portfolio
10,529
Q3 2024 Added 0.63%
$533M
$443,000 0.0% of portfolio
18,440
Q3 2024 Added 82.34%
$3.86B
$440,000 0.0% of portfolio
6,164
Q3 2024 New
$2.37B
$426,000 0.0% of portfolio
16,952
Q3 2024 New
$8.58B
$399,000 0.0% of portfolio
12,739
Q3 2024 Reduced 28.46%
$468M
$394,000 0.0% of portfolio
12,790
Q3 2024 New
$600M
$393,000 0.0% of portfolio
13,519
Q3 2024 New
$126M
$387,000 0.0% of portfolio
21,000
Q2 2021 Reduced 84.44%
$528M
$373,000 0.0% of portfolio
6,610
Q3 2024 Added 20.89%
$681M
$368,000 0.0% of portfolio
8,498
Q3 2024 New
$385M
$361,000 0.0% of portfolio
17,979
Q3 2024 New
$796M
$331,000 0.0% of portfolio
10,813
Q3 2024 New
$785M
$331,000 0.0% of portfolio
56,771
Q3 2024 Added 1.59%
$4.09B
$310,000 0.0% of portfolio
5,200
Q3 2024 Added 47.9%
$954M
$309,000 0.0% of portfolio
21,000
Q3 2024 Added 0.43%
$1.09B
$296,000 0.0% of portfolio
5,513
Q3 2024 New
$415M
$285,000 0.0% of portfolio
11,222
Q3 2024 Added 0.5%
$7.23B
$281,000 0.0% of portfolio
3,909
Q3 2024 Added 17.21%
$719M
$275,000 0.0% of portfolio
5,240
Q3 2024 New
$4.8B
$272,000 0.0% of portfolio
3,383
Q3 2024 Added 6.45%
$1.68B
$266,000 0.0% of portfolio
5,922
Q3 2024 Added 1.14%
$574M
$266,000 0.0% of portfolio
7,819
Q3 2024 New
$1.18B
$261,000 0.0% of portfolio
4,004
Q3 2024 New
$785M
$255,000 0.0% of portfolio
11,974
Q3 2024 Added 7.64%
$1.19B
$243,000 0.0% of portfolio
8,447
Q3 2024 New
$1.64B
$230,000 0.0% of portfolio
8,663
Q3 2024 New
$12.5B
$225,000 0.0% of portfolio
8,902
Q3 2024 New
$398M
$216,000 0.0% of portfolio
4,748
Q3 2024 New
$2.05B
$206,000 0.0% of portfolio
6,362
Q3 2024 New
$591M
$172,000 0.0% of portfolio
13,309
Q3 2024 Added 27.84%
$1.67B
$169,000 0.0% of portfolio
12,699
Q3 2024 Added 7.18%
$50.6M
$116,000 0.0% of portfolio
13,750
Q3 2024 New
$919M
$102,000 0.0% of portfolio
10,188
Q3 2024 New
$352M
$102,000 0.0% of portfolio
16,463
Q3 2024 Added 35.75%
$53.6B
$99,000 0.0% of portfolio
14,941
Q3 2024 Added 33.54%
$31.6B
$62,000 0.0% of portfolio
11,826
Q3 2024 Reduced 46.54%
$130M
$52,000 0.0% of portfolio
11,145
Q3 2023 Reduced 1.07%
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