Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in BOKF

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,172,635 9,899
2025-09-30 $14,821 133
2025-06-30 $720,802 7,383
2025-03-31 $631,669 6,065
2024-12-31 $593,565 5,576
2024-09-30 $1,249,790 11,946
2024-06-30 $733 8
2024-03-31 $287,040 3,120
2023-03-31 $337 4
2022-12-31 $239,443 2,307