Creative Planning Banks—Regional

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.8B
$32.3 Million 0.03% of portfolio
676,074
Q4 2024 Added 7.92%
$76.2B
$16.1 Million 0.02% of portfolio
83,611
Q4 2024 Added 10.12%
$7.65B
$15.7 Million 0.02% of portfolio
252,120
Q4 2024 Reduced 1.17%
$60.6B
$13.6 Million 0.01% of portfolio
312,737
Q4 2024 Reduced 13.01%
$29.5B
$10.2 Million 0.01% of portfolio
241,708
Q4 2024 Added 2.28%
$112B
$9.46 Million 0.01% of portfolio
148,060
Q4 2024 Added 13.22%
$22.4B
$8.84 Million 0.01% of portfolio
201,916
Q4 2024 Reduced 3.15%
$32.8B
$5.82 Million 0.01% of portfolio
30,932
Q4 2024 Added 5.84%
$5.25B
$5.68 Million 0.01% of portfolio
50,357
Q4 2024 Added 60.75%
$8.61B
$5.37 Million 0.01% of portfolio
171,717
Q4 2024 Added 10.2%
$4.87B
$5.31 Million 0.01% of portfolio
62,684
Q4 2024 Added 1,752.91%
$935M
$5.23 Million 0.01% of portfolio
52,749
Q4 2024 New
$21.5B
$5.03 Million 0.0% of portfolio
88,369
Q4 2024 Added 2.6%
$72.1B
$4.92 Million 0.0% of portfolio
1,007,150
Q4 2024 Added 25.38%
$21.9B
$4.81 Million 0.0% of portfolio
204,546
Q4 2024 Added 7.02%
$6.02B
$4.16 Million 0.0% of portfolio
146,951
Q4 2024 Added 2.08%
$23.4B
$3.91 Million 0.0% of portfolio
240,207
Q4 2024 Added 3.31%
$779M
$3.4 Million 0.0% of portfolio
224,565
Q4 2024 Reduced 6.58%
$2.08B
$3.25 Million 0.0% of portfolio
45,345
Q4 2024 Reduced 2.16%
$772M
$3.07 Million 0.0% of portfolio
83,259
Q4 2024 Reduced 17.17%
$9.84B
$2.93 Million 0.0% of portfolio
53,103
Q4 2024 Added 32.95%
$3.14B
$2.92 Million 0.0% of portfolio
169,307
Q4 2024 Reduced 1.06%
$847M
$2.91 Million 0.0% of portfolio
83,101
Q4 2024 Added 1.92%
$43.6B
$2.82 Million 0.0% of portfolio
165,211
Q4 2024 Added 15.44%
$559M
$2.77 Million 0.0% of portfolio
79,374
Q4 2024 Reduced 0.95%
$62.2B
$2.66 Million 0.0% of portfolio
976,297
Q4 2024 Added 2.53%
$616M
$2.63 Million 0.0% of portfolio
56,948
Q4 2024 Added 19.48%
$30.5B
$2.61 Million 0.0% of portfolio
1,233
Q4 2024 Added 8.35%
$6.85B
$2.48 Million 0.0% of portfolio
114,341
Q4 2024 Added 19.96%
$7.51B
$2.48 Million 0.0% of portfolio
24,881
Q4 2024 Added 36.74%
$5.37B
$2.45 Million 0.0% of portfolio
48,848
Q4 2024 Added 11.54%
$2.18B
$2.36 Million 0.0% of portfolio
41,756
Q4 2024 Reduced 4.74%
$1.41B
$2.32 Million 0.0% of portfolio
68,855
Q4 2024 Added 4.0%
$8.64B
$2.23 Million 0.0% of portfolio
19,476
Q4 2024 Added 4.09%
$7.45B
$2.2 Million 0.0% of portfolio
42,861
Q4 2024 Added 4.44%
$2.56B
$2.12 Million 0.0% of portfolio
78,800
Q4 2024 Added 0.22%
$542M
$2.02 Million 0.0% of portfolio
64,355
Q4 2024 Added 0.5%
$245M
$1.99 Million 0.0% of portfolio
40,794
Q3 2024 Reduced -0.0%
$4.81B
$1.97 Million 0.0% of portfolio
52,429
Q4 2024 Added 1.57%
$5.31B
$1.95 Million 0.0% of portfolio
54,170
Q4 2024 Added 7.11%
$15.8B
$1.83 Million 0.0% of portfolio
106,971
Q4 2024 Reduced 24.8%
$879M
$1.8 Million 0.0% of portfolio
60,893
Q4 2024 Added 12.49%
$635M
$1.78 Million 0.0% of portfolio
41,643
Q4 2024 Added 20.39%
$2.74B
$1.77 Million 0.0% of portfolio
28,921
Q4 2024 Added 4.25%
$463M
$1.67 Million 0.0% of portfolio
235,968
Q4 2024 Added 22.92%
$11.3B
$1.67 Million 0.0% of portfolio
82,767
Q4 2024 Added 7.68%
$3.72B
$1.6 Million 0.0% of portfolio
66,756
Q4 2024 Added 109.35%
$7.46B
$1.59 Million 0.0% of portfolio
12,774
Q4 2024 Reduced 4.25%
$2.1B
$1.55 Million 0.0% of portfolio
57,403
Q4 2024 Added 13.83%
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