Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in ETY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $680,988 | 44,393 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $702,318 | 44,171 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $713,368 | 46,113 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $465,403 | 32,637 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $519,422 | 34,744 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $510,097 | 34,819 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $29,603 | 2,107 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $383,285 | 28,689 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $381,400 | 31,288 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $248,744 | 21,555 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $229,700 | 18,435 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $238,476 | 20,435 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $244,339 | 22,499 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $171,338 | 15,777 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $154,733 | 13,657 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $208,949 | 14,957 | Shares | Sole | 2022-05-16 |