Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in AEG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,669,481 475,938
2025-09-30 $186,454 23,336
2025-06-30 $2,903,971 401,101
2025-03-31 $2,075,606 314,963
2024-12-31 $2,056,398 349,134
2024-09-30 $2,142,790 335,335
2024-06-30 $2,157,312 351,927
2024-03-31 $1,850,440 305,858
2023-12-31 $1,481,609 257,224