Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in EPC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,543,689 90,539
2025-09-30 $672,327 33,022
2025-06-30 $253,483 10,828
2025-03-31 $395,181 12,662
2024-12-31 $330,052 9,823
2024-09-30 $231,994 6,384
2024-06-30 $2,612 65
2024-03-31 $220,093 5,696
2023-12-31 $203,112 5,545
2023-03-31 $805 19