Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CLFD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $379,358 13,014
2025-09-30 $20,181 587
2025-06-30 $505,465 11,644
2024-12-31 $2,977,240 96,040
2024-09-30 $3,841,417 98,599
2024-06-30 $3,354 87
2024-03-31 $2,950,216 95,662
2023-12-31 $2,774,377 95,405
2023-09-30 $2,686,129 93,724
2023-06-30 $4,446,922 93,916
2023-03-31 $3,960,883 85,034
2022-12-31 $8,013,385 85,122
2021-03-31 $866,900 28,772
2020-12-31 $684,249 27,680
2020-09-30 $302,550 15,000