Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in ETB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $299,230 | 19,596 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $267,690 | 17,846 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $254,086 | 17,596 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $248,047 | 18,172 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $272,400 | 18,160 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $261,875 | 18,148 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $262,391 | 18,583 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $265,396 | 19,443 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $244,815 | 18,861 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $221,620 | 17,575 | Shares | Sole | 2023-11-16 |