Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CHRD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,252,938 56,666
2025-09-30 $3,345,687 33,669
2025-06-30 $1,971,478 20,356
2025-03-31 $1,731,041 15,357
2024-12-31 $1,382,344 11,823
2024-09-30 $1,363,117 10,467
2024-06-30 $2,399,667 14,311
2024-03-31 $1,419,146 7,962
2023-12-31 $1,149,978 6,918
2023-09-30 $882,147 5,443
2023-06-30 $555,679 3,613
2023-03-31 $213,744 1,588