Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in DFIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,232,942 | 26,407 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,082,498 | 21,048 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,145,826 | 18,586 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $336,785 | 7,705 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $4,516 | 72 | Shares | Defined | 2025-02-14 |