Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in BHE

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,943,299 68,833
2025-09-30 $2,229,423 57,832
2025-06-30 $79,717 2,053
2025-03-31 $2,287,770 60,157
2024-12-31 $2,853,207 62,846
2024-09-30 $2,478,595 55,925
2024-06-30 $12,863 326
2024-03-31 $36,552 1,218
2023-12-31 $637,129 23,051
2023-09-30 $253,201 10,437