Creative Planning Banks—Regional

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.09B
$1.52 Million 0.0% of portfolio
46,739
Q4 2024 Added 25.14%
$97.2B
$1.51 Million 0.0% of portfolio
50,441
Q4 2024 Added 5.24%
$8.75B
$1.48 Million 0.0% of portfolio
11,032
Q4 2024 Added 38.14%
$998M
$1.48 Million 0.0% of portfolio
57,735
Q4 2024 Added 24.37%
$3.84B
$1.48 Million 0.0% of portfolio
12,596
Q4 2024 Added 16.32%
$2.54B
$1.44 Million 0.0% of portfolio
36,039
Q4 2024 Added 126.7%
$713M
$1.42 Million 0.0% of portfolio
23,761
Q4 2024 Added 17.12%
$2.32B
$1.4 Million 0.0% of portfolio
27,215
Q4 2024 Added 3.45%
$1.75B
$1.4 Million 0.0% of portfolio
13,296
Q4 2024 Added 6.5%
$8.32B
$1.39 Million 0.0% of portfolio
22,428
Q4 2024 Reduced 51.49%
$895M
$1.39 Million 0.0% of portfolio
43,781
Q4 2024 Added 36.03%
$702M
$1.33 Million 0.0% of portfolio
38,095
Q4 2024 Added 29.99%
$1.44B
$1.31 Million 0.0% of portfolio
30,023
Q4 2024 Added 22.7%
$1.75B
$1.3 Million 0.0% of portfolio
10,998
Q4 2024 Reduced 4.71%
$1.33B
$1.28 Million 0.0% of portfolio
54,395
Q4 2024 Reduced 1.26%
$5.96B
$1.27 Million 0.0% of portfolio
36,785
Q4 2024 Added 16.04%
$1.26B
$1.16 Million 0.0% of portfolio
14,438
Q4 2024 Added 14.18%
$3.19B
$1.13 Million 0.0% of portfolio
34,648
Q4 2024 Added 15.37%
$987M
$1.08 Million 0.0% of portfolio
47,008
Q4 2024 Reduced 2.2%
$2.64B
$1.05 Million 0.0% of portfolio
6,113
Q4 2024 Added 26.43%
$8.03B
$1.02 Million 0.0% of portfolio
18,879
Q4 2024 Added 0.87%
$637M
$998,000 0.0% of portfolio
106,444
Q4 2024 Added 11.74%
$4.86B
$962,000 0.0% of portfolio
106,199
Q4 2024 Added 66.81%
$5.14B
$960,000 0.0% of portfolio
64,962
Q4 2024 Added 6.97%
$752M
$930,000 0.0% of portfolio
20,918
Q4 2024 Added 10.64%
$724M
$915,000 0.0% of portfolio
56,813
Q4 2024 Added 2.04%
$1.06B
$913,000 0.0% of portfolio
31,483
Q4 2024 Added 29.69%
$967M
$895,000 0.0% of portfolio
16,894
Q4 2024 Added 68.57%
$1.04B
$894,000 0.0% of portfolio
49,428
Q4 2024 Added 18.75%
$5.63B
$892,000 0.0% of portfolio
20,036
Q4 2024 Added 6.02%
$582M
$885,000 0.0% of portfolio
27,621
Q4 2024 Added 18.05%
$14.5B
$869,000 0.0% of portfolio
4,744
Q4 2024 Added 17.51%
$397M
$866,000 0.0% of portfolio
16,046
Q4 2024 Added 0.04%
$582M
$865,000 0.0% of portfolio
27,943
Q4 2024 Added 106.69%
$4.82B
$854,000 0.0% of portfolio
15,612
Q4 2024 Added 1.24%
$1.35B
$840,000 0.0% of portfolio
44,531
Q4 2024 Reduced 24.58%
$558M
$825,000 0.0% of portfolio
71,004
Q4 2024 Added 26.81%
$1.17B
$795,000 0.0% of portfolio
19,701
Q4 2024 Added 20.71%
$261M
$730,000 0.0% of portfolio
23,930
Q4 2024 Added 0.34%
$526M
$690,000 0.0% of portfolio
27,793
Q4 2024 Added 50.72%
$473M
$690,000 0.0% of portfolio
23,721
Q4 2024 New
$2.64B
$683,000 0.0% of portfolio
20,078
Q4 2024 Added 5.27%
$7.3B
$672,000 0.0% of portfolio
7,148
Q4 2024 Added 1.35%
$3.41B
$670,000 0.0% of portfolio
25,856
Q4 2024 Added 9.42%
$3.27B
$659,000 0.0% of portfolio
34,187
Q4 2024 Added 1.89%
$1.25B
$658,000 0.0% of portfolio
7,752
Q4 2024 Added 40.61%
$10B
$653,000 0.0% of portfolio
20,733
Q4 2024 Added 62.75%
$299M
$651,000 0.0% of portfolio
41,101
Q4 2024 Added 9.1%
$810M
$631,000 0.0% of portfolio
35,504
Q4 2024 Added 17.93%
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