Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in DERM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $389,432 50,510
2025-09-30 $359,560 50,500
2025-06-30 $235,245 32,764
2025-03-31 $69,407 11,764
2024-12-31 $45,997 11,764
2024-09-30 $66,466 11,764
2024-06-30 $66,348 11,764
2024-03-31 $43,291 11,764
2023-12-31 $67,760 11,764
2023-09-30 $37,713 13,764
2023-06-30 $18,704 11,764
2023-03-31 $18,469 11,764
2022-12-31 $22,586 11,764
2022-09-30 $28,939 11,764
2022-06-30 $43,997 11,764