Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in BTI

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $14,546,583 256,916
2025-09-30 $11,917,840 224,526
2025-09-30 $26,540 500
2025-06-30 $9,440,631 199,464
2025-03-31 $7,161,188 173,101
2024-12-31 $6,131,795 168,827
2024-09-30 $5,264,447 143,916
2024-06-30 $10,268 332
2024-03-31 $3,348,107 109,774
2023-12-31 $1,914,247 65,355
2023-09-30 $3,105,411 98,867
2023-06-30 $2,083,764 62,764
2023-03-31 $1,553,146 44,224
2022-12-31 $1,800,739 45,041
2022-09-30 $1,778,834 50,108
2022-06-30 $1,870,189 43,584
2022-03-31 $1,652,924 39,206
2021-12-31 $1,248,147 33,364
2021-09-30 $1,205,376 34,166
2021-06-30 $578,721 14,722
2021-03-31 $1,732,685 44,726
2020-12-31 $1,413,447 37,702
2020-09-30 $1,221,291 33,784
2020-06-30 $1,250,120 32,203
2020-03-31 $998,177 29,195