Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CHT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $14,366,592 344,440
2025-09-30 $16,250,456 372,546
2025-06-30 $416,134 8,928
2025-03-31 $10,343,009 263,785
2024-12-31 $8,976,851 238,429
2024-09-30 $4,955,298 124,913
2024-06-30 $3,513 91
2024-03-31 $3,643,268 93,083
2023-12-31 $2,522,202 64,556
2023-09-30 $1,516,523 42,196
2023-06-30 $2,040,285 54,714
2023-03-31 $1,503,160 38,444
2022-12-31 $970,988 26,537
2022-09-30 $842,700 23,718
2022-06-30 $484,027 11,734