Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in BGS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,431,543 332,917
2025-09-30 $50,094 11,308
2025-06-30 $46,830 11,071
2025-03-31 $287,894 41,906
2024-12-31 $176,907 25,676
2024-09-30 $335,166 37,744
2024-06-30 $1,834 227
2024-03-31 $347,466 30,373
2023-12-31 $235,042 22,385
2023-09-30 $2,245 227
2023-06-30 $303,943 21,835
2023-03-31 $457,358 29,450
2022-12-31 $187,097 16,780
2022-03-31 $214,517 7,951
2021-12-31 $232,288 7,559
2021-09-30 $263,241 8,807
2021-06-30 $211,986 6,463
2021-03-31 $328,707 10,583
2020-12-31 $222,921 8,039