Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in AEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $82,131 | 11,733 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $76,029 | 11,733 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $69,694 | 11,733 | Shares | Sole | 2025-08-08 |
| 2023-06-30 | $69,084 | 13,311 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $71,346 | 13,311 | Shares | Sole | 2023-05-15 |