Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in BUD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $8,449,309 131,938
2025-09-30 $130,545 2,190
2025-06-30 $7,426,295 108,066
2025-03-31 $5,294,714 86,009
2024-12-31 $3,292,703 65,762
2024-09-30 $4,443,882 67,037
2024-06-30 $2,932,910 50,437
2024-03-31 $52,149 858
2023-12-31 $2,744,022 42,464
2023-09-30 $2,513,938 45,460
2023-06-30 $2,302,434 40,593
2023-03-31 $1,899,269 28,462
2022-12-31 $1,405,236 23,405
2022-09-30 $829,815 18,375
2022-06-30 $823,870 15,271
2022-03-31 $837,056 13,937
2021-12-31 $841,826 13,903
2021-09-30 $5,937,603 105,314
2021-06-30 $6,825,251 94,782
2021-03-31 $6,294,993 100,159
2020-12-31 $5,055,891 72,320
2020-09-30 $1,492,476 27,700
2020-06-30 $1,906,924 38,680
2020-03-31 $1,120,648 25,400