Creative Planning Information Technology Services

Creative Planning

  • $103 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$225B
$88.5 Million 0.09% of portfolio
251,500
Q4 2024 Added 1.52%
$227B
$71.5 Million 0.07% of portfolio
325,453
Q4 2024 Added 8.22%
$79.5B
$26.1 Million 0.03% of portfolio
208,315
Q4 2024 Added 40.37%
$18.4B
$10.7 Million 0.01% of portfolio
3,024,375
Q4 2024 Added 126.15%
$17.7B
$10.5 Million 0.01% of portfolio
72,886
Q4 2024 Added 0.15%
$86B
$10.2 Million 0.01% of portfolio
466,348
Q4 2024 Added 16.34%
$36.7B
$5.36 Million 0.01% of portfolio
23,706
Q4 2024 Added 2.9%
$38.9B
$5.15 Million 0.01% of portfolio
10,640
Q4 2024 Reduced 0.88%
$42.1B
$5.05 Million 0.0% of portfolio
62,531
Q4 2024 Reduced 9.41%
$12.5B
$4.25 Million 0.0% of portfolio
24,237
Q4 2024 Added 23.43%
$43.5B
$4.05 Million 0.0% of portfolio
52,642
Q4 2024 Added 18.5%
$24.2B
$2.93 Million 0.0% of portfolio
16,811
Q4 2024 Added 17.93%
$5.54B
$2.74 Million 0.0% of portfolio
24,542
Q4 2024 Added 8.8%
$23.3B
$2.56 Million 0.0% of portfolio
23,372
Q4 2024 Reduced 7.18%
$1.6B
$2.31 Million 0.0% of portfolio
51,980
Q4 2024 Added 38.98%
$2.51B
$1.88 Million 0.0% of portfolio
54,510
Q4 2024 Reduced 3.65%
$10.6B
$1.47 Million 0.0% of portfolio
7,931
Q4 2024 Added 10.49%
$9.67B
$1.45 Million 0.0% of portfolio
33,650
Q4 2024 Added 10.0%
$5.07B
$1.21 Million 0.0% of portfolio
192,159
Q4 2024 Added 74.44%
$10.1B
$1.05 Million 0.0% of portfolio
2,445
Q4 2024 Added 9.3%
$2.16B
$835,000 0.0% of portfolio
53,016
Q4 2024 Added 12.93%
$7.23B
$700,000 0.0% of portfolio
29,473
Q4 2024 Reduced 70.62%
$3.41B
$610,000 0.0% of portfolio
7,322
Q4 2024 Reduced 11.43%
$1.12B
$487,000 0.0% of portfolio
23,658
Q4 2024 Reduced 20.3%
$4.2B
$460,000 0.0% of portfolio
23,026
Q4 2024 Added 23.74%
$6.19B
$418,000 0.0% of portfolio
1,952
Q4 2024 Reduced 5.33%
$1.44B
$352,000 0.0% of portfolio
8,931
Q4 2024 New
$770M
$327,000 0.0% of portfolio
81,086
Q4 2024 Added 33.27%
$1.41B
$219,000 0.0% of portfolio
9,854
Q4 2024 New
$1.08B
$192,000 0.0% of portfolio
22,808
Q4 2024 Added 5.03%
$646M
$130,000 0.0% of portfolio
29,389
Q4 2024 Added 137.72%
$1.82B
$107,000 0.0% of portfolio
11,499
Q4 2024 New
$2.96B
$67,000 0.0% of portfolio
13,225
Q4 2024 Reduced 33.87%
$287M
$66,000 0.0% of portfolio
10,454
Q4 2024 Added 2.2%
$1.76B
$63,000 0.0% of portfolio
13,375
Q4 2024 Reduced 88.58%
$40.8M
$56,000 0.0% of portfolio
38,508
Q4 2024 Reduced 9.89%
$307M
$4,000 0.0% of portfolio
133
Q4 2024 New
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