Creative Planning
TTI icon

Creative Planning’s TETRA Technologies TTI Stock Holding History

Creative Planning’s Portfolio TTI Stock Details TTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$725K Sell
85,112
-6,703
-7% -$67.2K ﹤0.01% 2729
2025
Q4 		$860K Buy
91,815
+4,037
+5% +$31.1K ﹤0.01% 2401
2025
Q3 		$505K Buy
87,778
+37,319
+74% +$159K ﹤0.01% 2712
2025
Q2 		$170K Sell
50,459
-60,944
-55% -$177K ﹤0.01% 3288
2025
Q1 		$374K Buy
111,403
+48,653
+78% +$194K ﹤0.01% 2564
2024
Q4 		$225K Buy
62,750
+35,687
+132% +$127K ﹤0.01% 2890
2024
Q3 		$83.9K Sell
27,063
-143
-0.5% -$462 ﹤0.01% 3043
2024
Q2 		$94.1K Buy
+27,206
New +$109K ﹤0.01% 2846
2020
Q3 		– Sell
-12,000
Closed -$6K – 2269
2020
Q2 		$6K Buy
+12,000
New +$4.73K ﹤0.01% 1906
2017
Q2 		– Sell
-68,000
Closed -$277K – 4836
2017
Q1 		$277K Buy
68,000
+24,000
+55% +$108K ﹤0.01% 1314
2016
Q4 		$221K Buy
44,000
+24,000
+120% +$130K ﹤0.01% 1365
2016
Q3 		$122K Buy
+20,000
New +$122K ﹤0.01% 1712
2015
Q4 		– Sell
-142
Closed -$1K – 4586
2015
Q3 		$1K Buy
+142
New +$900 ﹤0.01% 4151
2014
Q2 		– Sell
-500
Closed -$6K – 3963
2014
Q1 		$6K Hold
500
– – ﹤0.01% 3014
2013
Q4 		$6K Sell
500
-600
-55% -$7.48K ﹤0.01% 2784
2013
Q3 		$14K Buy
+1,100
New +$12.6K ﹤0.01% 2285

Other funds holding TTI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return