Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in BCE

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,468,130 271,542
2025-09-30 $48,674 2,081
2025-06-30 $40,371 1,821
2025-03-31 $2,719,175 118,431
2024-12-31 $3,095,387 133,537
2024-09-30 $2,069,590 59,471
2024-06-30 $1,810,679 55,937
2024-03-31 $32,552 958
2023-12-31 $1,462,769 37,145
2023-09-30 $45,040 1,180
2023-06-30 $1,575,133 34,550
2023-03-31 $1,061,567 23,701
2022-12-31 $1,043,153 23,735
2022-09-30 $1,159,305 27,642
2022-06-30 $1,120,861 22,791
2022-03-31 $1,262,768 22,769
2021-12-31 $802,352 15,418
2021-09-30 $730,425 14,591
2021-06-30 $517,810 10,499
2021-03-31 $600,497 13,303
2020-12-31 $633,825 14,809
2020-09-30 $449,783 10,846
2020-06-30 $494,097 11,829
2020-03-31 $490,892 12,014