Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CLNE

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $123,948 59,023
2025-09-30 $173,334 67,184
2025-06-30 $104,011 53,339
2025-03-31 $47,955 30,939
2024-12-31 $65,834 26,229
2024-09-30 $104,974 33,754
2024-06-30 $90,547 33,913
2024-03-31 $71,647 26,734
2023-12-31 $120,713 31,518
2023-09-30 $126,742 33,092
2023-06-30 $167,752 33,821
2023-03-31 $114,598 26,284
2022-12-31 $150,306 28,905
2022-09-30 $123,017 23,037
2022-06-30 $83,314 18,597
2022-03-31 $3,970 500
2021-03-31 $10,992 800
2021-03-31 $4,396,085 319,948
2020-12-31 $2,712,061 345,046
2020-09-30 $942,459 380,024
2020-06-30 $855,197 385,224
2020-03-31 $719,073 403,974