Creative Planning Software—Infrastructure

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.92T
$1.12 Billion 1.09% of portfolio
2,655,768
Q4 2024 Added 3.74%
$410B
$128 Million 0.12% of portfolio
769,356
Q4 2024 Reduced 0.72%
$180B
$72.7 Million 0.07% of portfolio
163,398
Q4 2024 Reduced 1.07%
$77.8B
$51.9 Million 0.05% of portfolio
151,744
Q4 2024 Reduced 12.46%
$179B
$35.3 Million 0.03% of portfolio
467,137
Q4 2024 Added 41.69%
$54.6B
$31.6 Million 0.03% of portfolio
173,591
Q4 2024 Added 74.99%
$77.8B
$22.8 Million 0.02% of portfolio
241,399
Q4 2024 Added 131.5%
$29.4B
$21.3 Million 0.02% of portfolio
118,095
Q4 2024 Reduced 20.49%
$6.85B
$14.9 Million 0.01% of portfolio
84,826
Q4 2024 Added 7.76%
$68.6B
$10.8 Million 0.01% of portfolio
22,162
Q4 2024 Added 20.5%
$4.45B
$7.74 Million 0.01% of portfolio
177,112
Q4 2024 Added 19.91%
$17.3B
$6.17 Million 0.01% of portfolio
78,344
Q4 2024 Reduced 9.62%
$30.3B
$6.17 Million 0.01% of portfolio
72,606
Q4 2024 Reduced 1.08%
$14.3B
$4.43 Million 0.0% of portfolio
13,299
Q4 2024 Added 11.09%
$28.6B
$3.74 Million 0.0% of portfolio
20,044
Q4 2024 Reduced 5.38%
$33.7B
$3.63 Million 0.0% of portfolio
33,697
Q4 2024 Added 6.91%
$28.2B
$3.33 Million 0.0% of portfolio
16,896
Q4 2024 Added 19.09%
$5.36B
$3 Million 0.0% of portfolio
29,137
Q4 2024 Added 0.68%
$180M
$2.87 Million 0.0% of portfolio
731,047
Q4 2021 New
$37.1B
$2.42 Million 0.0% of portfolio
64,913
Q4 2024 Added 83.45%
$9.9B
$2.18 Million 0.0% of portfolio
10,178
Q4 2024 Added 9.32%
$6.05B
$1.93 Million 0.0% of portfolio
37,250
Q4 2024 Added 6.13%
$3.74B
$1.92 Million 0.0% of portfolio
68,605
Q4 2024 Reduced 27.74%
$13.2B
$1.73 Million 0.0% of portfolio
7,430
Q4 2024 Reduced 57.34%
$7.58B
$1.59 Million 0.0% of portfolio
53,020
Q4 2024 Reduced 19.82%
$2.46B
$1.55 Million 0.0% of portfolio
44,795
Q4 2024 Added 0.48%
$5.83B
$1.51 Million 0.0% of portfolio
13,859
Q4 2024 Added 22.87%
$4.69B
$1.51 Million 0.0% of portfolio
8,194
Q4 2024 Reduced 18.62%
$16.1B
$1.47 Million 0.0% of portfolio
5,832
Q4 2024 Added 34.32%
$10.8B
$1.44 Million 0.0% of portfolio
16,877
Q4 2024 Added 11.69%
$14.4B
$1.43 Million 0.0% of portfolio
15,774
Q4 2024 Reduced 85.47%
$3.58B
$1.36 Million 0.0% of portfolio
39,851
Q4 2024 Reduced 46.05%
$14.3B
$1.28 Million 0.0% of portfolio
59,395
Q4 2024 Added 6.37%
$4.91B
$1.21 Million 0.0% of portfolio
8,594
Q4 2024 Added 30.61%
$1.97B
$1.09 Million 0.0% of portfolio
288,461
Q4 2024 Added 389.95%
$1.53B
$1.09 Million 0.0% of portfolio
50,498
Q4 2024 Added 13.49%
$11.4B
$1.07 Million 0.0% of portfolio
29,438
Q4 2024 Added 15.75%
$4.51B
$881,000 0.0% of portfolio
19,835
Q4 2024 Reduced 18.26%
$16.8B
$837,000 0.0% of portfolio
13,682
Q4 2024 Reduced 1.3%
$11.5B
$830,000 0.0% of portfolio
13,632
Q4 2024 Added 8.45%
$1.92B
$663,000 0.0% of portfolio
12,986
Q4 2024 Added 20.07%
$4.07B
$637,000 0.0% of portfolio
16,184
Q4 2024 Added 36.14%
$3.96B
$553,000 0.0% of portfolio
24,932
Q4 2024 Added 5.7%
$3.42B
$528,000 0.0% of portfolio
23,434
Q4 2024 New
$5.05B
$525,000 0.0% of portfolio
41,330
Q4 2024 Reduced 29.97%
$4.32B
$489,000 0.0% of portfolio
15,489
Q4 2024 Reduced 1.61%
$2.79B
$451,000 0.0% of portfolio
27,364
Q4 2024 Reduced 6.75%
$3.12B
$440,000 0.0% of portfolio
55,326
Q4 2024 Reduced 15.3%
$1.68B
$420,000 0.0% of portfolio
40,706
Q4 2024 Added 82.62%
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