Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CNDT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $211,386 110,097
2025-09-30 $662,555 236,627
2025-06-30 $392,409 148,640
2025-03-31 $324,731 120,271
2024-12-31 $327,587 81,086
2024-09-30 $245,197 60,843
2024-06-30 $713 219
2023-09-30 $51,504 14,800
2023-06-30 $11,400 3,353
2023-03-31 $65,368 19,058
2022-12-31 $85,908 21,212
2022-09-30 $43,169 12,925
2022-06-30 $58,842 13,621
2022-03-31 $65,119 12,620