Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in AGL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,860,196 107,994
2025-09-30 $188,181 7,308
2025-06-30 $9,550,347 166,093
2025-03-31 $15,741,823 145,421
2024-12-31 $4,735,797 99,701
2024-09-30 $4,340,292 44,176
2024-06-30 $22,890 140
2024-03-31 $507,977 3,331