Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in ENR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,362,842 68,519
2025-09-30 $2,789,820 112,086
2025-06-30 $43,243 2,145
2025-03-31 $564,171 18,856
2024-12-31 $1,237,722 35,475
2024-09-30 $782,184 24,628
2024-06-30 $17,664 598
2024-03-31 $261,338 8,877
2023-12-31 $376,136 11,873
2023-09-30 $53,923 1,683
2023-06-30 $31,363 934
2023-03-31 $278,849 8,036
2022-12-31 $245,082 7,305