Creative Planning

CIK

0001540235

City

Overland Park

State / Country

Stock

Holdings in ETV

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$686,278	47,791	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$680,024	47,721	+9.9%	Shares	Sole	2025-11-14
2025-06-30	$602,207	43,418	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$580,936	43,977	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$636,273	44,155	-3.2%	Shares	Sole	2025-02-14
2024-09-30	$629,183	45,593	+0.3%	Shares	Sole	2024-10-11
2024-06-30	$621,383	45,456	-2.1%	Shares	Sole	2024-08-15
2024-03-31	$600,495	46,442	+1.3%	Shares	Sole	2024-05-13
2023-12-31	$565,071	45,829	+48.1%	Shares	Sole	2024-02-14
2023-09-30	$370,399	30,944	-0.5%	Shares	Sole	2023-11-16
2023-06-30	$397,330	31,090	+167.0%	Shares	Sole	2023-07-21
2023-03-31	$147,076	11,645	-3.9%	Shares	Sole	2023-05-15
2022-12-31	$148,870	12,123	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$163,362	12,423	0.0%	Shares	Sole	2022-11-03
2022-06-30	$167,834	12,423	-73.3%	Shares	Sole	2022-08-15
2022-03-31	$727,314	46,563	+5.3%	Shares	Sole	2022-05-16
2021-12-31	$740,477	44,234	+16.2%	Shares	Sole	2022-02-11
2021-09-30	$608,835	38,076	+11.1%	Shares	Sole	2021-11-10
2021-06-30	$558,159	34,285	-10.1%	Shares	Sole	2021-08-04
2021-03-31	$591,020	38,155	+22.4%	Shares	Sole	2021-04-30
2020-12-31	$478,659	31,183	-2.5%	Shares	Sole	2021-01-29
2020-09-30	$442,504	31,996	+20.8%	Shares	Sole	2020-11-05
2020-06-30	$373,996	26,487	-28.5%	Shares	Sole	2020-07-23
2020-03-31	$446,473	37,021	—	Shares	Sole	2020-05-05