Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CUZ

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,516,784 175,205
2025-09-30 $2,634,668 91,039
2025-06-30 $10,390 346
2025-03-31 $1,116,693 37,854
2024-12-31 $1,013,234 33,069
2024-09-30 $864,235 29,316
2024-06-30 $498,373 21,528
2024-03-31 $479,670 19,953
2023-12-31 $425,638 17,480
2023-09-30 $406,381 19,950
2023-06-30 $526,269 23,082
2023-03-31 $457,403 21,394
2022-12-31 $353,958 13,996
2022-03-31 $3,585 89