Creative Planning Oil & Gas Midstream

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.03B
$48.7 Million 0.05% of portfolio
3,105,454
Q3 2024 Added 1.95%
$67.8B
$27.8 Million 0.03% of portfolio
813,047
Q1 2025 Added 4.67%
$35.9B
$26.5 Million 0.03% of portfolio
267,102
Q1 2025 Added 6.64%
$56.6B
$21.7 Million 0.02% of portfolio
93,881
Q1 2025 Added 157.25%
$53.2B
$19.2 Million 0.02% of portfolio
1,032,962
Q1 2025 Added 6.46%
$70.3B
$15 Million 0.01% of portfolio
251,046
Q1 2025 Added 15.63%
$60.9B
$15 Million 0.01% of portfolio
524,528
Q1 2025 Added 18.97%
$90.3B
$13.4 Million 0.01% of portfolio
302,049
Q1 2025 Added 13.07%
$37B
$10.6 Million 0.01% of portfolio
52,999
Q1 2025 Added 14.02%
$9.66B
$4.13 Million 0.0% of portfolio
42,762
Q1 2025 Added 0.85%
$20.4B
$3.43 Million 0.0% of portfolio
85,777
Q1 2025 Added 6.38%
$50.6B
$2.78 Million 0.0% of portfolio
51,903
Q1 2025 Added 0.09%
$48B
$2.23 Million 0.0% of portfolio
47,266
Q1 2025 Reduced 1.7%
$8.24B
$2.04 Million 0.0% of portfolio
113,575
Q1 2025 Added 6.84%
$1.88B
$1.88 Million 0.0% of portfolio
36,281
Q1 2025 Added 0.99%
$13B
$1.25 Million 0.0% of portfolio
62,435
Q1 2025 Reduced 5.45%
$1.21B
$593,000 0.0% of portfolio
25,816
Q1 2025 Reduced 35.32%
$2.53B
$335,000 0.0% of portfolio
8,940
Q1 2025 Reduced 13.36%
$1.74B
$328,000 0.0% of portfolio
7,770
Q1 2025 Added 8.07%
$3.82B
$313,000 0.0% of portfolio
14,676
Q1 2025 Added 1.66%
$25.4B
$297,000 0.0% of portfolio
4,500
Q1 2025 Added 0.04%
$1.88B
$277,000 0.0% of portfolio
8,353
Q1 2025 Reduced 34.4%
$15.2B
$240,000 0.0% of portfolio
5,879
Q1 2025 New
$1.13B
$225,000 0.0% of portfolio
10,081
Q1 2025 Added 15,651.56%
$591M
$129,000 0.0% of portfolio
13,092
Q1 2025 Reduced 0.74%
$1.77B
$118,000 0.0% of portfolio
11,330
Q1 2025 Added 6.81%
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