Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in EBC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,829,176 262,028
2025-09-30 $83,127 4,580
2025-06-30 $3,279,171 214,746
2025-03-31 $3,370,462 205,516
2024-12-31 $2,920,545 169,307
2024-09-30 $2,804,804 171,129
2024-06-30 $6,920 495
2024-03-31 $23,632 1,715
2023-12-31 $1,759,067 123,878
2023-09-30 $15,060 1,201
2023-06-30 $1,339,663 109,182
2023-03-31 $767,485 60,815
2022-12-31 $1,184,609 68,673
2022-09-30 $1,347,225 68,596
2022-06-30 $1,260,670 68,292
2022-03-31 $1,452,765 67,445
2021-12-31 $1,360,365 67,445
2021-09-30 $1,369,133 67,445
2021-06-30 $425,819 20,701
2021-03-31 $1,221,925 63,345
2020-12-31 $380,756 23,345