Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in CWEN

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,921,729 57,779
2025-09-30 $854,986 30,265
2025-06-30 $648,992 20,281
2025-03-31 $566,018 18,699
2024-12-31 $463,684 17,834
2024-09-30 $504,685 16,450
2024-06-30 $1,135 46
2024-03-31 $14,798 642
2023-12-31 $394,991 14,400
2023-09-30 $341,225 16,126
2022-03-31 $67,543 1,850