Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in FOR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,068,843 43,396
2025-09-30 $1,134,381 42,662
2025-06-30 $701,340 35,067
2025-03-31 $222,731 10,536
2024-12-31 $247,121 9,534
2024-09-30 $440,231 13,600
2024-06-30 $320,891 10,031
2024-03-31 $424,928 10,573
2023-12-31 $350,079 10,586
2023-09-30 $251,538 9,337
2023-06-30 $234,023 10,378