Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in DBA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $251,678 9,862
2025-09-30 $244,104 9,122
2025-06-30 $308,674 11,804
2025-03-31 $242,433 9,204
2024-12-31 $244,734 9,204
2024-09-30 $240,054 9,201
2024-06-30 $218,983 9,201
2024-03-31 $225,860 9,122
2023-09-30 $194,509 9,085
2022-03-31 $2,625 120
2021-09-30 $406,586 21,265
2021-06-30 $391,509 21,015