Creative Planning Diagnostics & Research

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$212B
$62.6 Million 0.06% of portfolio
101,174
Q3 2024 Added 3.13%
$171B
$35.1 Million 0.03% of portfolio
126,340
Q3 2024 Added 3.06%
$17.8B
$16 Million 0.02% of portfolio
55,756
Q3 2024 Reduced 1.04%
$34.8B
$12.3 Million 0.01% of portfolio
24,436
Q3 2024 Added 2.58%
$40.7B
$6.67 Million 0.01% of portfolio
44,910
Q3 2024 Added 5.89%
$37.8B
$4.98 Million 0.0% of portfolio
21,013
Q3 2024 Added 17.81%
$27.3B
$4.14 Million 0.0% of portfolio
2,761
Q3 2024 Added 2.34%
$10B
$2.59 Million 0.0% of portfolio
38,060
Q3 2024 Added 14.8%
$15.3B
$2.46 Million 0.0% of portfolio
20,308
Q3 2024 Added 2.27%
$22.8B
$2.39 Million 0.0% of portfolio
6,637
Q3 2024 Reduced 48.55%
$21.5B
$2.17 Million 0.0% of portfolio
16,679
Q3 2024 Added 3.31%
$15.6B
$1.59 Million 0.0% of portfolio
11,592
Q3 2024 Added 1.62%
$10.9B
$1.54 Million 0.0% of portfolio
4,615
Q3 2024 Reduced 1.01%
$9.47B
$920,000 0.0% of portfolio
4,672
Q3 2024 Added 4.01%
$3.94B
$817,000 0.0% of portfolio
11,778
Q3 2024 Added 53.72%
$2.67B
$777,000 0.0% of portfolio
46,245
Q3 2024 Reduced 7.28%
$554M
$564,000 0.0% of portfolio
25,999
Q3 2024 Added 45.05%
$3.75B
$426,000 0.0% of portfolio
18,610
Q3 2024 Reduced 9.36%
$1.86B
$347,000 0.0% of portfolio
23,547
Q3 2024 Added 42.34%
$3.71B
$301,000 0.0% of portfolio
18,041
Q3 2024 Reduced 3.75%
$795M
$298,000 0.0% of portfolio
10,472
Q3 2024 New
$1.2B
$272,000 0.0% of portfolio
9,949
Q3 2024 Added 9.85%
$2.46B
$209,000 0.0% of portfolio
4,646
Q3 2024 Reduced 8.02%
$1.26B
$204,000 0.0% of portfolio
6,537
Q3 2024 New
$51.5M
$109,000 0.0% of portfolio
35,500
Q3 2024 New
$1.13B
$40,000 0.0% of portfolio
26,924
Q3 2024 Reduced 14.49%
$128M
$39,000 0.0% of portfolio
20,328
Q3 2024 New
$2.21M
$25,000 0.0% of portfolio
12,095
Q3 2024 Reduced 3.97%
$998M
$12,000 0.0% of portfolio
34,771
Q3 2024 Reduced 0.88%
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