Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $574,639 | 53,109 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $651,868 | 60,080 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $782,405 | 75,888 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $983,155 | 90,530 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,177,427 | 108,319 | Shares | Sole | 2025-02-14 |
| 2020-06-30 | $186,900 | 14,000 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $178,500 | 14,000 | Shares | Sole | 2020-05-05 |