Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in FMX

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,266,696 22,427
2025-09-30 $30,378 308
2025-06-30 $26,774 260
2025-03-31 $1,888,368 19,352
2024-12-31 $1,783,577 20,863
2024-09-30 $1,871,837 18,963
2024-06-30 $2,230,508 20,720
2024-03-31 $3,444,468 26,441
2023-12-31 $2,379,538 18,255
2023-09-30 $1,756,878 16,096
2023-06-30 $1,742,293 15,719
2023-03-31 $1,440,891 15,137
2022-12-31 $1,054,229 13,495
2022-09-30 $745,281 11,877
2022-03-31 $16,238 196