Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $231,492 | 6,599 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $236,676 | 6,578 | Shares | Sole | 2025-11-14 |
| 2025-03-31 | $245,864 | 7,208 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $272,314 | 7,630 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $260,637 | 7,860 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $35,012 | 1,250 | Shares | Defined | 2024-08-15 |
| 2022-06-30 | $214,759 | 5,784 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $232,516 | 5,784 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $351,754 | 7,550 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $321,026 | 7,550 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $215,855 | 5,750 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $232,754 | 6,055 | Shares | Sole | 2021-04-30 |