Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in ECAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $200,770 | 13,054 | Shares | Sole | 2026-02-17 |
| 2023-12-31 | $229,852 | 14,250 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $221,110 | 14,950 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $262,900 | 16,788 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $250,790 | 16,066 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $219,123 | 16,316 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $201,514 | 15,731 | Shares | Sole | 2022-11-03 |