Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in AVPT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,213,430 87,360
2025-09-30 $100,807 6,716
2025-06-30 $1,509,250 78,159
2025-03-31 $706,404 48,920
2024-12-31 $451,779 27,364
2024-09-30 $345,390 29,345
2024-06-30 $256,821 24,647
2024-03-31 $1,069 135
2023-12-31 $90,597 11,035