Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in FCBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,696,787 | 50,305 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $630,122 | 18,107 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $713,990 | 18,228 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $532,710 | 14,134 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $629,138 | 15,109 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $366,688 | 8,498 | Shares | Defined | 2024-10-11 |