Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in AVXL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $258,972 72,745
2025-09-30 $155,750 17,500
2025-09-30 $6,924 778
2025-06-30 $161,350 17,500
2025-06-30 $543,205 58,916
2025-03-31 $432,457 50,403
2024-12-31 $472,022 43,950
2024-09-30 $226,466 39,871
2024-06-30 $109,133 25,861
2024-03-31 $122,826 24,131
2023-12-31 $172,746 18,555
2023-09-30 $77,139 11,777
2023-06-30 $105,169 12,936
2023-03-31 $112,386 13,114
2022-12-31 $127,806 13,802
2022-09-30 $205,522 19,915
2022-06-30 $359,509 35,915
2022-03-31 $408,876 33,215
2021-12-31 $355,730 20,515
2021-03-31 $265,362 17,750