Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in EOS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $520,029 | 22,214 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $548,714 | 22,930 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $456,237 | 18,845 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $386,256 | 18,306 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $440,823 | 18,406 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $399,844 | 18,426 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $394,784 | 18,126 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $365,601 | 18,126 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $325,278 | 17,376 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $348,135 | 20,264 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $267,705 | 14,964 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $245,409 | 14,964 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $227,794 | 13,764 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $228,367 | 14,926 | Shares | Sole | 2022-11-03 |
| 2022-03-31 | $343,749 | 16,369 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $357,145 | 14,524 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $399,662 | 17,212 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $335,953 | 14,431 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $344,722 | 15,952 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $338,407 | 15,602 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $261,879 | 14,194 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $225,231 | 12,790 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $177,314 | 12,784 | Shares | Sole | 2020-05-05 |