Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in ASX

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $22,055,679 1,369,918
2025-09-30 $11,941,456 1,076,777
2025-06-30 $7,531,644 729,104
2025-03-31 $3,248,891 370,878
2024-12-31 $4,149,554 412,071
2024-09-30 $2,274,118 233,004
2024-06-30 $1,343,231 117,621
2024-03-31 $251,747 22,907
2022-03-31 $154,994 21,861
2021-12-31 $167,594 21,459
2021-09-30 $146,119 18,614
2020-09-30 $67,368 16,512
2020-06-30 $74,964 16,512
2020-03-31 $61,754 16,512