Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in E

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,888,060 155,194
2025-09-30 $151,857 4,345
2025-06-30 $2,656,105 81,928
2025-03-31 $2,474,059 79,989
2024-12-31 $1,821,299 66,568
2024-09-30 $1,725,517 56,929
2024-06-30 $37,655 1,223
2024-03-31 $1,259,854 39,718
2023-12-31 $1,592,926 46,837
2023-09-30 $40,698 1,275
2023-06-30 $726,659 25,240
2023-03-31 $703,892 25,139
2022-12-31 $531,929 18,560
2022-09-30 $240,065 11,356
2022-06-30 $311,958 13,102