Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in ALT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $169,258 46,886
2025-09-30 $2,235 593
2025-06-30 $159,304 41,164
2025-03-31 $158,030 31,606
2024-12-31 $266,755 36,998
2024-09-30 $18,420 3,000
2024-06-30 $19,950 3,000
2024-06-30 $81,655 12,279
2024-03-31 $30,540 3,000
2024-03-31 $119,910 11,779
2023-12-31 $135,888 12,079
2020-09-30 $342,130 25,919