Creative Planning Specialty Industrial Machinery

Creative Planning

  • $101 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$60 Million 0.06% of portfolio
181,067
Q3 2024 Added 2.67%
$25.8B
$44.9 Million 0.04% of portfolio
234,265
Q3 2024 Added 0.02%
$188B
$37.1 Million 0.04% of portfolio
196,581
Q3 2024 Added 9.02%
$75.2B
$20.3 Million 0.02% of portfolio
77,632
Q3 2024 Reduced 9.87%
$69.7B
$20.2 Million 0.02% of portfolio
184,707
Q3 2024 Added 1.52%
$50B
$19.7 Million 0.02% of portfolio
60,996
Q3 2024 Added 0.33%
$80.9B
$17.7 Million 0.02% of portfolio
28,003
Q3 2024 Added 9.86%
$37.8B
$15.6 Million 0.02% of portfolio
149,781
Q3 2024 Reduced 3.6%
$35.1B
$10.8 Million 0.01% of portfolio
109,961
Q3 2024 Added 66.2%
$53.3B
$8.22 Million 0.01% of portfolio
14,783
Q3 2024 Reduced 0.02%
$13.6B
$7.14 Million 0.01% of portfolio
81,543
Q3 2024 Added 5.86%
$31.6B
$6.96 Million 0.01% of portfolio
25,927
Q3 2024 Added 3.21%
$8.57B
$4.83 Million 0.0% of portfolio
53,824
Q3 2024 Reduced 10.43%
$10B
$4.45 Million 0.0% of portfolio
28,007
Q3 2024 Reduced 2.9%
$40.4B
$4.37 Million 0.0% of portfolio
25,434
Q3 2024 Added 6.21%
$20.5B
$3.85 Million 0.0% of portfolio
28,515
Q3 2024 Added 9.76%
$6.24B
$2.54 Million 0.0% of portfolio
15,900
Q3 2024 Added 17.55%
$8.14B
$2.21 Million 0.0% of portfolio
30,017
Q3 2024 Added 2.69%
$11.5B
$2.05 Million 0.0% of portfolio
13,698
Q3 2024 Reduced 2.36%
$8.43B
$1.88 Million 0.0% of portfolio
11,905
Q3 2024 Reduced 4.83%
$16B
$1.68 Million 0.0% of portfolio
17,180
Q3 2024 Added 9.7%
$3.98B
$1.52 Million 0.0% of portfolio
4,511
Q3 2024 Added 17.14%
$5.33B
$1.43 Million 0.0% of portfolio
6,913
Q3 2024 Added 34.34%
$4.32B
$1.16 Million 0.0% of portfolio
11,091
Q3 2024 Reduced 8.93%
$11.4B
$1.09 Million 0.0% of portfolio
4,147
Q3 2024 Added 16.0%
$15.5B
$1.08 Million 0.0% of portfolio
5,024
Q3 2024 Reduced 6.04%
$7.25B
$1.05 Million 0.0% of portfolio
7,557
Q3 2024 Reduced 1.86%
$2.39B
$929,000 0.0% of portfolio
23,004
Q3 2024 Reduced 9.52%
$9.58B
$880,000 0.0% of portfolio
8,490
Q3 2024 Added 15.03%
$3.35B
$754,000 0.0% of portfolio
4,652
Q3 2024 Added 32.88%
$2.14B
$710,000 0.0% of portfolio
25,564
Q3 2024 Reduced 3.65%
$7.15B
$677,000 0.0% of portfolio
5,453
Q3 2024 Reduced 2.99%
$385M
$565,000 0.0% of portfolio
11,337
Q3 2024 New
$9.92B
$518,000 0.0% of portfolio
3,131
Q3 2024 Added 11.62%
$3.39B
$515,000 0.0% of portfolio
23,767
Q3 2024 Added 6.28%
$2.12B
$500,000 0.0% of portfolio
2,744
Q3 2024 Added 27.81%
$7.61B
$355,000 0.0% of portfolio
6,879
Q3 2024 Added 6.9%
$935M
$335,000 0.0% of portfolio
8,627
Q3 2024 Reduced 2.94%
$1.48B
$275,000 0.0% of portfolio
2,865
Q3 2024 Reduced 2.65%
$3.18B
$119,000 0.0% of portfolio
10,763
Q3 2024 Reduced 9.13%
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