Creative Planning Specialty Retail

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.8B
$25.9 Million 0.03% of portfolio
21,876
Q4 2024 Added 2.45%
$65.6B
$8.9 Million 0.01% of portfolio
2,778
Q4 2024 Added 10.28%
$6.34B
$8.7 Million 0.01% of portfolio
163,896
Q4 2024 Added 412.11%
$18.7B
$7.04 Million 0.01% of portfolio
16,189
Q4 2024 Added 9.58%
$14.3B
$5.74 Million 0.01% of portfolio
31,011
Q4 2024 Added 6.73%
$20.5B
$5.46 Million 0.01% of portfolio
63,671
Q4 2024 Reduced 5.79%
$17.6B
$5.02 Million 0.0% of portfolio
42,987
Q4 2024 Reduced 22.64%
$13.3B
$3.55 Million 0.0% of portfolio
15,534
Q4 2024 Reduced 6.33%
$16.1B
$3.26 Million 0.0% of portfolio
8,223
Q4 2024 Added 0.29%
$1.3B
$1.38 Million 0.0% of portfolio
3,509
Q4 2024 Added 4.81%
$4.27B
$1.35 Million 0.0% of portfolio
23,501
Q4 2024 Added 1.31%
$11B
$1.12 Million 0.0% of portfolio
2,231
Q4 2024 Reduced 4.66%
$4.92B
$1.1 Million 0.0% of portfolio
10,524
Q4 2024 Added 15.53%
$9.07B
$1.03 Million 0.0% of portfolio
2,607
Q4 2024 Added 10.28%
$2.88B
$860,000 0.0% of portfolio
18,194
Q4 2024 Added 6.29%
$8.33B
$780,000 0.0% of portfolio
20,121
Q4 2024 Added 32.91%
$8.22B
$374,000 0.0% of portfolio
11,952
Q4 2024 Added 24.18%
$926M
$365,000 0.0% of portfolio
55,391
Q4 2024 Reduced 1.12%
$7.17B
$324,000 0.0% of portfolio
13,596
Q4 2024 New
$576M
$151,000 0.0% of portfolio
21,817
Q4 2024 Added 99.81%
$768M
$144,000 0.0% of portfolio
42,961
Q4 2024 Reduced 2.8%
$275M
$84,000 0.0% of portfolio
78,752
Q4 2024 Reduced 61.59%
$209M
$83,000 0.0% of portfolio
20,674
Q4 2024 Added 54.69%
$286M
$77,000 0.0% of portfolio
34,829
Q4 2024 Added 43.09%
$935M
$73,000 0.0% of portfolio
42,593
Q4 2024 Reduced 6.59%
$346M
$48,000 0.0% of portfolio
26,470
Q4 2024 New
$339M
$22,000 0.0% of portfolio
2,719
Q4 2024 New
$981M
$11,000 0.0% of portfolio
1,151
Q4 2024 New
$439M
$0 0.0% of portfolio
70
Q4 2024 New
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