Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CMC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $8,469,136 122,351
2025-09-30 $4,101,305 71,601
2025-06-30 $62,458 1,277
2025-03-31 $1,639,060 35,624
2024-12-31 $1,489,140 30,023
2024-09-30 $1,484,084 27,003
2024-06-30 $1,179,863 21,456
2024-03-31 $78,869 1,342
2023-12-31 $500,549 10,003
2023-09-30 $55,635 1,126
2023-06-30 $23,749 451
2023-03-31 $253,301 5,180
2022-12-31 $279,560 5,788
2022-03-31 $18,063 434