Creative Planning »

Amerant Bancorp Cl A Ord shares owned by Creative Planning

Quarter-by-quarter ownership of Amerant Bancorp Cl A Ord (AMTB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Amerant Bancorp Cl A Ord

Tip: Access up to 7 years of quarterly data

All positions including Amerant Bancorp Cl A Ord held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amerant Bancorp Cl A Ord by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 68k 19.27
2025-06-30 $592k 32k 18.23
2025-03-31 $837k 41k 20.64
2024-12-31 $266k 12k 22.41
2024-09-30 $256k 12k 21.37
2024-06-30 $253k 11k 22.70

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Amerant Bancorp Cl A Ord

Wellington Management Company
BlackRock
Patriot Financial Partners GP
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Sandler O'Neill Asset Management
Geode Capital Management
Goldman Sachs Group
Verition Fund Management
Hotchkis and Wiley Capital Management
Millennium Management
Allspring Global Investments Holdings
Charles Schwab Investment Management
Northern Trust

View all funds holding Amerant Bancorp Cl A Ord