Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in EOT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $192,469 | 11,382 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $197,716 | 11,882 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $192,963 | 11,882 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $197,835 | 11,882 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $195,577 | 11,882 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $213,281 | 11,882 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $200,092 | 11,882 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $197,122 | 11,882 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $201,043 | 11,882 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $192,726 | 11,882 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $206,271 | 11,882 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $201,119 | 11,382 | Shares | Sole | 2023-05-15 |