Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CRDF

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $105,245 37,454
2025-09-30 $82,610 40,102
2025-06-30 $107,257 34,050
2025-03-31 $208,401 66,370
2024-12-31 $264,601 60,968
2024-09-30 $143,029 53,569
2024-06-30 $121,511 54,735
2024-03-31 $214,940 40,251
2023-12-31 $37,740 25,500
2023-09-30 $81,663 58,751
2023-06-30 $84,892 57,750
2023-03-31 $40,425 24,500
2022-12-31 $34,300 24,500
2022-09-30 $39,385 25,575