Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in AVT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,839,460 59,057
2025-09-30 $2,796,927 53,499
2025-06-30 $2,409,035 45,385
2025-03-31 $1,302,758 27,090
2024-12-31 $1,296,488 24,780
2024-09-30 $1,138,609 20,965
2024-06-30 $1,853 36
2024-03-31 $30,739 620
2023-12-31 $808,768 16,047
2023-09-30 $30,648 636
2023-06-30 $30,320 601
2023-03-31 $228,260 5,050