Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in EC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $538,114 53,704
2025-09-30 $431,488 46,850
2025-06-30 $371,478 41,975
2025-03-31 $618,841 59,276
2024-12-31 $468,452 59,148
2024-09-30 $401,510 44,962
2024-06-30 $524,408 46,864
2024-03-31 $540,436 45,645
2023-12-31 $430,431 36,110
2023-09-30 $229,295 19,801
2023-06-30 $198,019 19,319
2022-09-30 $118,929 13,318