Creative Planning Credit Services

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$578B
$182 Million 0.18% of portfolio
576,941
Q4 2024 Added 1.8%
$539B
$115 Million 0.11% of portfolio
219,259
Q4 2024 Added 6.65%
$232B
$50.6 Million 0.05% of portfolio
170,513
Q4 2024 Added 5.89%
$90.2B
$25.3 Million 0.02% of portfolio
296,493
Q4 2024 Added 5.8%
$53.5B
$11.7 Million 0.01% of portfolio
67,806
Q4 2024 Added 5.16%
$77.6B
$11 Million 0.01% of portfolio
61,594
Q4 2024 Added 17.34%
$5.27B
$2.28 Million 0.0% of portfolio
170,562
Q4 2024 Reduced 26.11%
$7.04B
$2.27 Million 0.0% of portfolio
43,561
Q4 2024 Added 10.68%
$29.4B
$2.04 Million 0.0% of portfolio
31,351
Q4 2024 Added 4.28%
$11.5B
$1.8 Million 0.0% of portfolio
50,058
Q4 2024 Added 1.94%
$6.87B
$1.41 Million 0.0% of portfolio
36,669
Q4 2024 Added 18.0%
$5.49B
$1.32 Million 0.0% of portfolio
12,750
Q4 2024 Reduced 9.53%
$13B
$1.27 Million 0.0% of portfolio
82,293
Q4 2024 Reduced 45.87%
$6.7B
$1.1 Million 0.0% of portfolio
17,932
Q4 2024 Reduced 22.5%
$1.85B
$1.09 Million 0.0% of portfolio
5,550
Q4 2024 Reduced 0.23%
$3B
$677,000 0.0% of portfolio
6,342
Q4 2024 Added 33.29%
$1.48B
$556,000 0.0% of portfolio
34,387
Q4 2024 Added 2.05%
$3.55B
$544,000 0.0% of portfolio
5,680
Q4 2024 New
$7.86B
$528,000 0.0% of portfolio
19,165
Q4 2024 Added 2.44%
$24.4B
$522,000 0.0% of portfolio
4,922
Q4 2024 Added 5.26%
$2.39B
$454,000 0.0% of portfolio
66,957
Q4 2024 Reduced 0.49%
$1.12B
$351,000 0.0% of portfolio
36,755
Q4 2024 Reduced 7.07%
$4.05B
$233,000 0.0% of portfolio
22,044
Q4 2024 Added 4.9%
$952M
$25,000 0.0% of portfolio
225
Q4 2024 New
$923M
$21,000 0.0% of portfolio
1,045
Q4 2024 New
$865M
$21,000 0.0% of portfolio
392
Q4 2024 New
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