Vault-13

TRANSALTA CORP TAC

COM · Common Stock · CUSIP 89346D107 · ISIN CA89346D1078

Global electricity generation company

139 institutional holders +2 vs Q4 2023
180,496,295180.5m shares reported held*
58.8% of all shares outstanding*
$1.2bnreported value*
20 new 62 added 38 reduced 19 sold out net sold ≈ $8.4m (-1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($18.2m this quarter). Holder counts are more reliable. Shares outstanding: 306.9m as of 2023-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.49. Options: 8 managers hold calls ($2.8m notional), 5 hold puts ($820.8k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 103Q4 22: 111Q1 23: 111Q2 23: 128Q3 23: 124Q4 23: 137Q1 24: 139139Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022103
Q4 2022111
Q1 2023111
Q2 2023128
Q3 2023124
Q4 2023137
Q1 2024139

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 62 bought or addedQ4 22: 50 cut or sold outQ4 22Q1 23: 55 bought or addedQ1 23: 55 cut or sold outQ1 23Q2 23: 73 bought or addedQ2 23: 47 cut or sold outQ2 23Q3 23: 67 bought or addedQ3 23: 59 cut or sold outQ3 23Q4 23: 93 bought or addedQ4 23: 53 cut or sold outQ4 23Q1 24: 82 bought or addedQ1 24: 57 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226250
Q1 20235555
Q2 20237347
Q3 20236759
Q4 20239353
Q1 20248257

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ2 23 calls: $4.2mQ2 23 puts: $1.3mQ2 23P/C 0.30Q3 23 calls: $24.1mQ3 23 puts: $1.7mQ3 23P/C 0.07Q4 23 calls: $1.8mQ4 23 puts: $604.2kQ4 23P/C 0.34Q1 24 calls: $2.8mQ1 24 puts: $820.8kQ1 24P/C 0.30
Numbers
QuarterCallsPutsP/C
Q2 2023$4.2m$1.3m0.30
Q3 2023$24.1m$1.7m0.07
Q4 2023$1.8m$604.2k0.34
Q1 2024$2.8m$820.8k0.30

Biggest buyers

ROYAL BANK OF CANADA Added +7,865,571+7.9m
MORGAN STANLEY Added +5,958,089+6.0m
MILLENNIUM MANAGEMENT LLC Added +3,845,568+3.8m
D. E. Shaw & Co., Inc. Added +1,224,552+1.2m
Point72 Asset Management, L.P. Added +740,600+740.6k
GOLDMAN SACHS GROUP INC Added +592,266+592.3k
JUPITER ASSET MANAGEMENT LTD New +588,500+588.5k
TWO SIGMA INVESTMENTS, LP Added +484,975+485.0k
BANK OF AMERICA CORP /DE/ Added +410,218+410.2k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND New +350,000+350.0k

Biggest sellers

Marquard & Bahls AG Sold out -10,985,671-11.0m
CIBC Asset Management Inc Reduced -4,962,697-5.0m
BANK OF MONTREAL /CAN/ Reduced -4,329,623-4.3m
NATIONAL BANK OF CANADA /FI/ Reduced -880,543-880.5k
INTACT INVESTMENT MANAGEMENT INC. Reduced -725,300-725.3k
TD Asset Management Inc Reduced -700,320-700.3k
TORONTO DOMINION BANK Reduced -517,339-517.3k
NewGen Asset Management Ltd Sold out -476,000-476.0k
Rubric Capital Management LP Reduced -458,472-458.5k
VANGUARD GROUP INC Reduced -373,652-373.7k

Biggest calls

ROYAL BANK OF CANADA Added $1.7m260.9k shares
SIG North Trading, ULC First filing $360.1k56.0k shares
BANK OF MONTREAL /CAN/ Reduced $343.6k50.0k shares
CITADEL ADVISORS LLC Added $260.4k40.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $72.0k11.2k shares
SIMPLEX TRADING, LLC Reduced $47.0k7.4k shares
GROUP ONE TRADING LLC New $2.6k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SIG North Trading, ULC First filing $619.2k96.3k shares
CITADEL ADVISORS LLC Added $137.6k21.4k shares
ROYAL BANK OF CANADA Unchanged $64.0k9.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Reduced $0100 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BROOKFIELD Corp /ON/ 13D · may seek influence filed 2025-01-08
Stated purposeItem 4 of the original Schedule 13D is hereby supplemented as follows: The Purchaser Reporting Persons disposed of an aggregate 8,600,000 Common Shares in a block trade pursuant to Regulation S under the U.S. Securities Act of 1933, as amended, for aggregate cash proceeds of approximately C$168,990,000 (excluding brokerage commission), at a price of C$19.65 per Common Share. The disposition of the Common Shares reported in this Amendment No. 6 more closely aligns the Reporting Persons' aggregate share ownership with certain thresholds under the Investment Agreement. Although the Reporting Persons have no current specific plan or proposal for further dispositions of the Common Shares, the Reporting Persons also may, at any time and from time to time, subject to compliance at all relevant … Full filing
 9.0% 26.9m≈ $372.3m 2025-01-08
ROYAL BANK OF CANADA 13G · institution -1.0 pts · filed 2026-02-13 7.7% -1.0 pts 23.0m≈ $317.5m 2026-02-13
BANK OF MONTREAL /CAN/ 13G · institution new · filed 2026-05-13 6.0% new 17.8m≈ $245.6m 2026-05-13
Rubric Capital Management LP 13G · institution new · filed 2025-07-09 5.4% new 15.9m≈ $220.6m 2025-07-09

Fell to 5% or below in the last year: FMR LLC (4.6%, 2026-05-06), MILLENNIUM MANAGEMENT LLC (4.4%, 2025-11-14), GOLDMAN SACHS GROUP INC (2.4%, 2025-11-13)

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 50,159,61350.2m $322.5m $322.5m 0.08% Added +7.9m +7,865,571
2 Brookfield Corp /ON/ 1.34% of their portfolio TORONTO, A6 35,500,25835.5m $227.8m $227.8m 1.34% Added +11.1k +11,057
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 10,124,79910.1m $65.1m $65.1m 0.00% Reduced -373.7k -373,652
4 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 9,354,2279.4m $64.3m $64.3m 0.02% Reduced -4.3m -4,329,623
5 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 8,954,7729.0m $57.5m $57.5m 0.05% Added +3.8m +3,845,568
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,304,0398.3m $53.4m $53.4m 0.00% Added +6.0m +5,958,089
7 MACKENZIE FINANCIAL CORP 0.06% of their portfolio TORONTO ONTARIO, A6 6,294,7736.3m $40.4m $40.4m 0.06% Reduced -75.6k -75,643
8 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 4,979,5565.0m $32.0m $32.0m 0.01% Added +592.3k +592,266
9 Rubric Capital Management LP 0.89% of their portfolio NEW YORK, NY 4,687,1584.7m $30.1m $30.1m 0.89% Reduced -458.5k -458,472
10 CIBC Asset Management Inc 0.09% of their portfolio TORONTO, Z4 3,812,5213.8m $24.5m $24.5m 0.09% Reduced -5.0m -4,962,697
11 NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio MONTREAL, A8 3,318,7023.3m $23.6m $23.6m 0.04% Reduced -880.5k -880,543
12 TD Asset Management Inc 0.02% of their portfolio Toronto, A6 3,202,2793.2m $20.6m $20.6m 0.02% Reduced -700.3k -700,320
13 CIBC WORLD MARKET INC. 0.04% of their portfolio TORONTO, A6 2,637,9942.6m $16.9m $16.9m 0.04% Added +116.3k +116,303
14 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 2,345,5002.3m $15.1m $15.1m 0.02% Added +335.2k +335,159
15 TORONTO DOMINION BANK 0.02% of their portfolio TORONTO, ONTARIO, A6 2,295,7632.3m $14.8m $14.8m 0.02% Reduced -517.3k -517,339
16 BANK OF NOVA SCOTIA 0.02% of their portfolio TORONTO, A6 1,851,8231.9m $11.9m $11.9m 0.02% Added +326.1k +326,062
17 INTACT INVESTMENT MANAGEMENT INC. 0.46% of their portfolio MONTREAL, A8 1,811,0501.8m $11.6m $11.6m 0.46% Reduced -725.3k -725,300
18 SCOTIA CAPITAL INC. 0.06% of their portfolio TORONTO, A6 1,574,5651.6m $10.1m $10.1m 0.06% Reduced -307.4k -307,449
19 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 1,449,8781.4m $9.3m $9.3m 0.01% Added +1.2m +1,224,552
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,433,5741.4m $9.2m $9.2m 0.00% Added +111.7k +111,668
21 Federation des caisses Desjardins du Quebec 0.09% of their portfolio LEVIS, A8 1,415,9511.4m $12.3m $12.3m 0.09% Reduced -25.4k -25,445
22 Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio VANCOUVER, A1 1,090,9581.1m $7.0m $7.0m 0.03% Added +78.4k +78,400
23 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 1,075,0001.1m $6.9m $6.9m 0.02% Added +740.6k +740,600
24 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 952,767952.8k $6.1m $6.1m 0.02% Added +485.0k +484,975
25 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 931,188931.2k $6.0m $6.0m 0.01% Added +254.9k +254,924
26 FIRST MANHATTAN CO. LLC. 0.02% of their portfolio NEW YORK, NY 926,369926.4k $6.0m $6.0m 0.02% Added +106.6k +106,642
27 TD Waterhouse Canada Inc. 0.05% of their portfolio TORONTO, A6 861,436861.4k $7.1m $7.1m 0.05% Added +45.0k +45,015
28 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 760,412760.4k $4.9m $4.9m 0.00% Reduced -29.9k -29,906
29 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 756,633756.6k $4.9m $4.9m 0.00% Added +6.4k +6,413
30 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 643,988644.0k $4.1m $4.1m 0.01% Added +269.4k +269,444
31 JUPITER ASSET MANAGEMENT LTD 0.04% of their portfolio London, X0 588,500588.5k $3.8m $3.8m 0.04% New
32 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 564,851564.9k $3.6m $3.6m 0.01% Added +189.8k +189,800
33 Swiss National Bank 0.00% of their portfolio ZURICH, V8 521,900521.9k $3.3m $3.3m 0.00% Unchanged
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 503,709503.7k $3.2m $3.2m 0.00% Added +410.2k +410,218
35 Yaupon Capital Management LP 0.23% of their portfolio NEW YORK, NY 417,169417.2k $2.7m $2.7m 0.23% Reduced -113.0k -113,000
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 412,559412.6k $2.7m $2.7m 0.00% Added +235.2k +235,189
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 395,411395.4k $2.5m $2.5m 0.00% Added +251.1k +251,094
38 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 365,478365.5k $2.4m $2.4m 0.03% Added +126.7k +126,712
39 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 350,000350.0k $2.2m $2.2m 0.01% New
40 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 294,340294.3k $2.6m $2.6m 0.00% Added +11.5k +11,547
41 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 276,106276.1k $1.8m $1.8m 0.00% Reduced -30.8k -30,833
42 Legal & General Group Plc 0.00% of their portfolio London, X0 247,681247.7k $1.6m $1.6m 0.00% Added +1 +1
43 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 223,352223.4k $1.4m $1.4m 0.00% Added +2.5k +2,548
44 Tacita Capital Inc 0.98% of their portfolio TORONTO, A6 219,455219.5k $1.4m $1.4m 0.98% Added +54.7k +54,670
45 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 211,521211.5k $1.4m $1.4m 0.00% Unchanged
46 Alberta Investment Management Corp 0.01% of their portfolio EDMONTON, A0 181,300181.3k $1.2m $1.2m 0.01% Unchanged
47 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 179,172179.2k $1.2m $1.2m 0.00% Added +162.4k +162,369
48 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 171,256171.3k $1.1m $1.1m 0.01% Reduced -75.6k -75,574
49 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% of their portfolio VICTORIA, A1 167,068167.1k $1.1m $1.1m 0.01% Reduced -42.6k -42,609
50 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 164,502164.5k $1.1m $1.1m 0.01% Added +79.6k +79,584
51 DORCHESTER WEALTH MANAGEMENT Co 0.17% of their portfolio MONTREAL, A8 148,300148.3k $951.1k $951.1k 0.17% Added +3.4k +3,375
52 FIL Ltd 0.00% of their portfolio HAMILTON, D0 126,941126.9k $814.4k $814.4k 0.00% Added +107.3k +107,323
53 Greenland Capital Management LP 0.13% of their portfolio NEW YORK, NY 121,000121.0k $776.8k $776.8k 0.13% New
54 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 118,742118.7k $763.5k $763.5k 0.00% Added +39.7k +39,734
55 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 115,835115.8k $746.8k $746.8k 0.00% Added +5.6k +5,647
56 GUARDIAN CAPITAL ADVISORS LP 0.07% of their portfolio TORONTO, A6 109,722109.7k $691.7k $691.7k 0.07% Reduced -50.6k -50,605
57 XTX Topco Ltd 0.08% of their portfolio LONDON, X0 93,79593.8k $603.1k $603.1k 0.08% Added +48.7k +48,680
58 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 91,44991.4k $588.0k $588.0k 0.00% Added +3.7k +3,688
59 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 85,70285.7k $549.8k $549.8k 0.00% Added +600 +600
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 85,60085.6k $550.4k $550.4k 0.00% Added +1.3k +1,252
61 Aigen Investment Management, LP 0.12% of their portfolio NEW YORK, NY 85,36685.4k $547.7k $547.7k 0.12% Added +54.6k +54,626
62 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 84,39084.4k $542.6k $542.6k 0.02% Added +52.0k +52,018
63 BlackRock Inc. 0.00% of their portfolio New York, NY 83,88883.9k $539.4k $539.4k 0.00% Added +42.8k +42,760
64 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 82,46982.5k $530.0k $530.0k 0.00% Added +8.4k +8,374
65 Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio HONG KONG, K3 75,92775.9k $488.2k $488.2k 0.04% Added +3.7k +3,670
66 SIG North Trading, ULC 0.17% of their portfolio Bala Cynwyd, PA 74,38674.4k $478.3k $478.3k 0.17% First filing
67 Heronetta Management, L.P. 0.38% of their portfolio NEW YORK, NY 67,00067.0k $582.2k $582.2k 0.38% Unchanged
68 Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio STOCKHOLM, V7 64,40064.4k $559.6k $559.6k 0.00% Reduced -201.5k -201,500
69 Dynamic Technology Lab Private Ltd 0.04% of their portfolio SINGAPORE, U0 61,62361.6k $396.0k $396.0k 0.04% Reduced -78.6k -78,589
70 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 59,46059.5k $382.1k $382.1k 0.00% Reduced -6.9k -6,924
71 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 59,24759.2k $380.5k $380.5k 0.00% Unchanged
72 Nebula Research & Development LLC 0.07% of their portfolio New York, NY 53,07953.1k $341.3k $341.3k 0.07% Added +7.3k +7,327
73 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 51,16451.2k $329.0k $329.0k 0.00% Added +17.8k +17,792
74 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 51,08151.1k $328.4k $328.4k 0.01% New
75 SHELTON CAPITAL MANAGEMENT 0.01% of their portfolio Denver, CO 49,57949.6k $318.8k $318.8k 0.01% Added +3.1k +3,094
76 Northwest & Ethical Investments L.P. 0.01% of their portfolio TORONTO, A6 48,66548.7k $312.2k $312.2k 0.01% Added +17.7k +17,746
77 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 48,08948.1k $310.1k $310.1k 0.00% Added +1.7k +1,659
78 Claret Asset Management Corp 0.05% of their portfolio MONTREAL, A8 47,67747.7k $306.0k $306.0k 0.05% Unchanged
79 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 46,22946.2k $297.3k $297.3k 0.00% Unchanged
80 Centiva Capital, LP 0.02% of their portfolio New York, NY 43,74443.7k $281.3k $281.3k 0.02% Added +14.5k +14,546
81 Mariner, LLC 0.00% of their portfolio Overland Park, KS 42,11342.1k $270.8k $270.8k 0.00% Added +14.7k +14,724
82 Virtus Investment Advisers, LLC 0.19% of their portfolio HARTFORD, CT 40,72240.7k $261.8k $261.8k 0.19% Unchanged
83 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 38,91238.9k $250.2k $250.2k 0.01% Added +8.1k +8,058
84 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 38,22438.2k $245.3k $245.3k 0.00% Unchanged
85 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,90635.9k $231.0k $231.0k 0.00% New
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 34,51834.5k $222.0k $222.0k 0.00% Reduced -18.3k -18,268
87 Man Group plc 0.00% of their portfolio LONDON, X0 33,50033.5k $215.1k $215.1k 0.00% Reduced -148.1k -148,100
88 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 29,81729.8k $191.7k $191.7k 0.00% Added +10.9k +10,917
89 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,87428.9k $185.7k $185.7k 0.00% Reduced -23.3k -23,259
90 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 27,68527.7k $178.0k $178.0k 0.00% Added +1.8k +1,793
91 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 27,64027.6k $177.0k $177.0k 0.00% Unchanged
92 FOX RUN MANAGEMENT, L.L.C. 0.04% of their portfolio GREENWICH, CT 25,84825.8k $166.2k $166.2k 0.04% New
93 PCJ Investment Counsel Ltd. 0.05% of their portfolio TORONTO, A6 25,00025.0k $160.5k $160.5k 0.05% Reduced -253.4k -253,390
94 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 23,54523.5k $151.0k $151.0k 0.00% New
95 Bayesian Capital Management, LP 0.01% of their portfolio Brooklyn, NY 22,57022.6k $145.1k $145.1k 0.01% Added +11.6k +11,600
96 DekaBank Deutsche Girozentrale 0.00% of their portfolio FRANKFURT, 2M 22,51522.5k $143.0k $143.0k 0.00% Reduced -1.8k -1,753
97 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 21,70021.7k $139.3k $139.3k 0.00% Reduced -84.6k -84,600
98 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 20,58320.6k $132.3k $132.3k 0.00% New
99 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 20,31420.3k $130.6k $130.6k 0.00% New
100 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,20819.2k $123.5k $123.5k 0.00% New