Creative Planning Banks—Regional

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$651M
$629,000 0.0% of portfolio
15,109
Q4 2024 Added 77.79%
$3.65B
$628,000 0.0% of portfolio
50,021
Q4 2024 Added 14.16%
$9.38B
$625,000 0.0% of portfolio
7,489
Q4 2024 Added 9.44%
$7.24B
$593,000 0.0% of portfolio
5,576
Q4 2024 Reduced 53.32%
$555M
$570,000 0.0% of portfolio
2,244
Q4 2024 Added 17.24%
$481M
$556,000 0.0% of portfolio
18,208
Q4 2024 Added 42.36%
$389M
$543,000 0.0% of portfolio
22,865
Q4 2024 Added 27.18%
$66.9M
$529,000 0.0% of portfolio
45,000
Q4 2022 Added 200.0%
$762M
$515,000 0.0% of portfolio
16,146
Q4 2024 Added 49.32%
$1.47B
$513,000 0.0% of portfolio
11,670
Q4 2024 Reduced 0.38%
$3.39B
$502,000 0.0% of portfolio
10,563
Q4 2024 Added 0.32%
$2.63B
$495,000 0.0% of portfolio
13,093
Q4 2024 Reduced 0.5%
$1.71B
$493,000 0.0% of portfolio
31,210
Q4 2024 Added 12.61%
$986M
$486,000 0.0% of portfolio
7,169
Q4 2024 New
$489M
$478,000 0.0% of portfolio
33,629
Q4 2024 Reduced 7.37%
$527M
$478,000 0.0% of portfolio
8,346
Q4 2024 Added 26.26%
$3.92B
$465,000 0.0% of portfolio
5,952
Q4 2024 Reduced 3.44%
$819M
$455,000 0.0% of portfolio
77,061
Q4 2024 Added 35.74%
$1.19B
$432,000 0.0% of portfolio
6,191
Q4 2024 Added 54.62%
$575M
$432,000 0.0% of portfolio
12,851
Q4 2024 Added 64.36%
$2.24B
$415,000 0.0% of portfolio
16,675
Q4 2024 Reduced 1.63%
$877M
$410,000 0.0% of portfolio
26,556
Q4 2024 Added 26.46%
$1.18B
$405,000 0.0% of portfolio
13,194
Q4 2024 Added 56.2%
$4.11B
$401,000 0.0% of portfolio
6,355
Q4 2024 Added 22.21%
$2.33B
$382,000 0.0% of portfolio
5,725
Q4 2024 New
$121M
$380,000 0.0% of portfolio
21,000
Q2 2021 Reduced 84.44%
$669M
$376,000 0.0% of portfolio
6,454
Q4 2024 Added 23.17%
$1.39B
$349,000 0.0% of portfolio
8,844
Q4 2024 Reduced 13.24%
$975M
$334,000 0.0% of portfolio
10,530
Q4 2024 Reduced 1.67%
$7B
$329,000 0.0% of portfolio
4,375
Q4 2024 Added 11.92%
$444M
$321,000 0.0% of portfolio
6,953
Q4 2024 Added 46.44%
$2.05B
$306,000 0.0% of portfolio
10,716
Q4 2024 New
$3.98B
$288,000 0.0% of portfolio
4,126
Q4 2024 New
$13.2B
$282,000 0.0% of portfolio
12,464
Q4 2024 Added 40.01%
$429M
$279,000 0.0% of portfolio
9,811
Q4 2024 New
$425M
$279,000 0.0% of portfolio
10,234
Q4 2024 Reduced 8.8%
$762M
$265,000 0.0% of portfolio
11,854
Q4 2024 Reduced 1.0%
$622M
$236,000 0.0% of portfolio
2,979
Q4 2024 New
$1.72B
$234,000 0.0% of portfolio
8,510
Q4 2024 Reduced 1.77%
$10.2B
$228,000 0.0% of portfolio
12,127
Q4 2024 New
$1.76B
$219,000 0.0% of portfolio
6,025
Q4 2024 Added 1.74%
$566M
$218,000 0.0% of portfolio
18,480
Q4 2024 Added 38.85%
$461M
$217,000 0.0% of portfolio
7,531
Q4 2024 New
$55.3B
$196,000 0.0% of portfolio
39,567
Q4 2024 Added 164.82%
$1.58B
$178,000 0.0% of portfolio
13,501
Q4 2024 Added 6.32%
$1.51B
$168,000 0.0% of portfolio
39,967
Q4 2024 New
$21.2B
$155,000 0.0% of portfolio
81,241
Q4 2024 Reduced 62.55%
$2.86B
$142,000 0.0% of portfolio
2,000
Q4 2024 New
$281M
$128,000 0.0% of portfolio
20,688
Q4 2024 Added 25.66%
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