Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in BSTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $204,010 | 9,023 | Shares | Sole | 2026-02-17 |
| 2023-09-30 | $208,147 | 12,615 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $241,134 | 13,315 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $246,708 | 13,200 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $222,088 | 14,200 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $229,813 | 13,028 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $244,875 | 12,500 | Shares | Sole | 2022-08-15 |
| 2021-12-31 | $217,518 | 5,586 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $215,507 | 5,586 | Shares | Sole | 2021-11-10 |