Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in ASM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $103,856 16,724
2025-09-30 $67,588 12,874
2023-06-30 $13,662 20,700
2023-03-31 $16,643 18,700
2022-12-31 $12,716 18,700
2022-09-30 $9,537 18,700
2022-06-30 $9,450 17,500
2021-03-31 $35,899 28,951
2020-12-31 $17,534 13,488