Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in FAX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $360,213 | 23,482 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,199 | 135 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $334,829 | 21,032 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $310,907 | 19,803 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $321,204 | 21,821 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $245,670 | 14,119 | Shares | Defined | 2024-10-11 |