Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in FBIZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $734,570 | 13,528 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $633,317 | 12,355 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $607,058 | 11,983 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $571,127 | 12,113 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $321,853 | 6,953 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $216,461 | 4,748 | Shares | Sole | 2024-10-11 |