Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CNA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,361,450 133,252
2025-09-30 $12,590 271
2025-06-30 $33,175 713
2025-03-31 $1,125,658 22,163
2024-12-31 $1,080,923 22,347
2024-09-30 $786,318 16,067
2024-06-30 $621,345 13,487
2024-03-31 $344,011 7,574
2023-12-31 $297,776 7,038
2023-09-30 $246,959 6,276
2023-06-30 $289,843 7,505
2023-03-31 $217,240 5,566