Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CACI

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $42,494,261 79,755
2025-09-30 $2,425,567 4,863
2025-06-30 $1,242,280 2,606
2025-03-31 $974,172 2,655
2024-12-31 $987,926 2,445
2024-09-30 $1,128,700 2,237
2024-06-30 $17,635 41
2024-03-31 $803,497 2,121
2023-12-31 $666,503 2,058
2023-09-30 $568,841 1,812
2023-06-30 $603,968 1,772
2023-03-31 $587,522 1,983
2022-12-31 $554,287 1,844
2022-09-30 $297,086 1,138
2022-06-30 $267,409 949
2022-03-31 $276,857 919
2021-12-31 $255,211 948
2021-03-31 $242,713 984
2020-12-31 $239,107 959
2020-09-30 $202,928 952
2020-06-30 $206,469 952
2020-03-31 $204,393 968