Creative Planning
LILM

Creative Planning’s Lilium N.V. Class A Ordinary Shares LILM Stock Holding History

Creative Planning’s Portfolio LILM Stock Details LILM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,155
Closed -$11K – 3702
2024
Q3 		$11K Buy
14,155
+500
+4% +$404 ﹤0.01% 3169
2024
Q2 		$10.9K Buy
+13,655
New +$12.8K ﹤0.01% 3013

Other funds holding LILM

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Creative Planning's LILM Position: Q4 2024 in Review

Creative Planning sold out of Lilium N.V. Class A Ordinary Shares (LILM) in Q4 2024, closing a stake of 14,155 shares — an estimated $11K sold.

Creative Planning first reported a position in LILM in Q2 2024 and held it in 2 quarters. The position peaked at $11K in Q3 2024. 8 funds tracked by Wall St. Rank hold LILM as of Q4 2024.

  • Creative Planning reported no remaining Lilium N.V. Class A Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 14,155 Lilium N.V. Class A Ordinary Shares shares in Q4 2024, an estimated $11K.
  • Creative Planning first reported a position in Lilium N.V. Class A Ordinary Shares in Q2 2024 and held it in 2 quarters.
  • Creative Planning's Lilium N.V. Class A Ordinary Shares position peaked at $11K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Lilium N.V. Class A Ordinary Shares as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.