Creative Planning
LADR

Creative Planning’s Ladder Capital LADR Stock Holding History

Creative Planning’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$385K Buy
39,387
+4,979
+14% +$52.3K ﹤0.01% 3231
2025
Q4 		$378K Sell
34,408
-1,048
-3% -$11.4K ﹤0.01% 3073
2025
Q3 		$387K Buy
35,456
+8,414
+31% +$94.7K ﹤0.01% 2946
2025
Q2 		$291K Sell
27,042
-11,962
-31% -$126K ﹤0.01% 2920
2025
Q1 		$445K Sell
39,004
-1,530
-4% -$17.5K ﹤0.01% 2387
2024
Q4 		$454K Buy
40,534
+3,232
+9% +$37.1K ﹤0.01% 2318
2024
Q3 		$433K Buy
37,302
+909
+2% +$10.8K ﹤0.01% 2233
2024
Q2 		$411K Buy
36,393
+9,275
+34% +$102K ﹤0.01% 2104
2024
Q1 		$302K Sell
27,118
-624
-2% -$6.86K ﹤0.01% 2245
2023
Q4 		$319K Buy
27,742
+10,107
+57% +$108K ﹤0.01% 2045
2023
Q3 		$181K Sell
17,635
-609
-3% -$6.59K ﹤0.01% 2267
2023
Q2 		$198K Buy
18,244
+7,863
+76% +$76.2K ﹤0.01% 2220
2023
Q1 		$98.1K Buy
+10,381
New +$110K ﹤0.01% 2265
2017
Q3 		– Sell
-1,100
Closed -$15K – 2884
2017
Q2 		$15K Buy
+1,100
New +$15.8K ﹤0.01% 3362
2017
Q1 		– Sell
-200
Closed -$3K – 4797
2016
Q4 		$3K Sell
200
-2
-1% -$27 ﹤0.01% 4152
2016
Q3 		$3K Buy
+202
New +$2.6K ﹤0.01% 4105

Other funds holding LADR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return