Creative Planning
ALTM

Creative Planning’s Arcadium Lithium plc ALTM Stock Holding History

Creative Planning’s Portfolio ALTM Stock Details ALTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-127,564
Closed -$654K – 3774
2024
Q4 		$654K Buy
127,564
+24,905
+24% +$127K ﹤0.01% 1977
2024
Q3 		$293K Buy
102,659
+23,752
+30% +$68.7K ﹤0.01% 2541
2024
Q2 		$265K Buy
78,907
+4,710
+6% +$19.7K ﹤0.01% 2456
2024
Q1 		$320K Buy
+74,197
New +$372K ﹤0.01% 2195

Other funds holding ALTM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Creative Planning's ALTM Position: Q1 2025 in Review

Creative Planning sold out of Arcadium Lithium plc (ALTM) in Q1 2025, closing a stake of 127,564 shares — an estimated $654K sold.

Creative Planning first reported a position in ALTM in Q1 2024 and held it in 4 quarters. The position peaked at $654K in Q4 2024. 6 funds tracked by Wall St. Rank hold ALTM as of Q1 2025.

  • Creative Planning reported no remaining Arcadium Lithium plc position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 127,564 Arcadium Lithium plc shares in Q1 2025, an estimated $654K.
  • Creative Planning first reported a position in Arcadium Lithium plc in Q1 2024 and held it in 4 quarters.
  • Creative Planning's Arcadium Lithium plc position peaked at $654K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Arcadium Lithium plc as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.