Creative Planning Software—Application

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$318B
$64 Million 0.06% of portfolio
233,743
Q3 2024 Added 8.02%
$12.7B
$55.5 Million 0.06% of portfolio
1,092,100
Q3 2024 Added 0.1%
$207B
$50 Million 0.05% of portfolio
55,887
Q3 2024 Added 8.06%
$176B
$33.3 Million 0.03% of portfolio
53,552
Q3 2024 Added 5.59%
$123B
$31.4 Million 0.03% of portfolio
392,415
Q3 2024 Added 4.35%
$294B
$21.9 Million 0.02% of portfolio
95,434
Q3 2024 Added 17.4%
$93B
$18.9 Million 0.02% of portfolio
144,883
Q3 2024 Added 58.77%
$52B
$16.5 Million 0.02% of portfolio
143,985
Q3 2024 Reduced 9.8%
$3.06B
$15.1 Million 0.02% of portfolio
89,784
Q3 2024 Added 1,252.17%
$131B
$14.7 Million 0.01% of portfolio
195,163
Q3 2024 Added 33.97%
$52.7B
$14.2 Million 0.01% of portfolio
129,599
Q3 2024 Added 10.57%
$23.3B
$14 Million 0.01% of portfolio
24,051
Q3 2024 Added 2.94%
$82B
$13.1 Million 0.01% of portfolio
48,389
Q3 2024 Added 9.1%
$36.7B
$12.7 Million 0.01% of portfolio
71,545
Q3 2024 Added 42.49%
$53.1B
$9.84 Million 0.01% of portfolio
40,030
Q3 2024 Added 6.3%
$48.4B
$8.61 Million 0.01% of portfolio
4,429
Q3 2024 Added 11.17%
$33.8B
$3.56 Million 0.0% of portfolio
6,706
Q3 2024 Added 10.73%
$6.28B
$3.48 Million 0.0% of portfolio
153,742
Q3 2024 Added 13.72%
$29.4B
$3.04 Million 0.0% of portfolio
9,555
Q3 2024 Reduced 0.63%
$14.4B
$2.8 Million 0.0% of portfolio
15,331
Q3 2024 Added 16.05%
$19.9B
$2.41 Million 0.0% of portfolio
34,522
Q3 2024 Added 18.53%
$16.6B
$2.26 Million 0.0% of portfolio
8,035
Q3 2024 Added 10.39%
$40.8B
$1.97 Million 0.0% of portfolio
17,141
Q3 2024 Added 17.58%
$6.9B
$1.87 Million 0.0% of portfolio
12,150
Q3 2024 Added 65.96%
$9.44B
$1.75 Million 0.0% of portfolio
17,036
Q3 2024 Added 33.49%
$160M
$1.59 Million 0.0% of portfolio
69,654
Q3 2024 Added 0.07%
$5.1B
$1.58 Million 0.0% of portfolio
19,834
Q3 2024 Added 62.53%
$14.6B
$1.38 Million 0.0% of portfolio
25,892
Q3 2024 Added 46.74%
$10.3B
$1.32 Million 0.0% of portfolio
7,608
Q3 2024 Added 2.94%
$12.1B
$1.26 Million 0.0% of portfolio
7,586
Q3 2024 Added 27.47%
$7.32B
$1 Million 0.0% of portfolio
30,102
Q3 2024 Added 23.66%
$5.13B
$942,000 0.0% of portfolio
11,929
Q3 2024 Added 73.49%
$21.4B
$907,000 0.0% of portfolio
5,022
Q3 2024 Reduced 3.14%
$18.2B
$897,000 0.0% of portfolio
14,453
Q3 2024 Added 5.6%
$2.23B
$842,000 0.0% of portfolio
26,089
Q3 2024 Added 12.84%
$3.05B
$834,000 0.0% of portfolio
112,805
Q3 2024 Added 50.85%
$2.96B
$782,000 0.0% of portfolio
14,314
Q3 2024 Reduced 19.5%
$2.97B
$696,000 0.0% of portfolio
23,344
Q3 2024 New
$9.88B
$674,000 0.0% of portfolio
10,442
Q3 2024 Added 87.7%
$7.36B
$596,000 0.0% of portfolio
10,779
Q3 2024 Added 7.17%
$9.27B
$594,000 0.0% of portfolio
7,744
Q3 2024 Reduced 17.73%
$9.75B
$582,000 0.0% of portfolio
2,067
Q3 2024 Reduced 47.43%
$2.38B
$529,000 0.0% of portfolio
13,654
Q3 2024 Reduced 5.72%
$2.67B
$523,000 0.0% of portfolio
7,774
Q3 2024 Added 20.08%
$1.56B
$504,000 0.0% of portfolio
19,989
Q3 2024 New
$19.1B
$484,000 0.0% of portfolio
6,533
Q3 2024 Reduced 19.65%
$2.27B
$482,000 0.0% of portfolio
42,006
Q3 2024 New
$3.32B
$440,000 0.0% of portfolio
7,984
Q3 2024 Added 88.93%
$16.1B
$438,000 0.0% of portfolio
1,835
Q3 2024 Added 34.14%
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