Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in DOUG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $29,319 12,371
2025-09-30 $28,848 10,087
2025-06-30 $23,380 10,078
2025-03-31 $17,335 10,079
2024-12-31 $25,181 15,079
2024-09-30 $22,785 12,451
2024-06-30 $13,947 12,024
2024-03-31 $18,997 12,024
2023-12-31 $37,146 12,592
2023-09-30 $29,185 12,914
2023-06-30 $30,083 13,551
2023-03-31 $44,040 14,869
2022-12-31 $80,981 20,892
2022-09-30 $60,711 15,548
2022-06-30 $71,963 15,775
2022-03-31 $116,285 16,726
2021-12-31 $182,488 16,662