Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in FSBW

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $464,438 11,281
2025-09-30 $446,784 11,192
2025-06-30 $434,873 11,043
2025-03-31 $419,440 11,035
2024-12-31 $451,988 11,008
2024-09-30 $489,745 11,008
2024-06-30 $401,241 11,008
2024-03-31 $382,087 11,008
2023-12-31 $406,855 11,008
2023-09-30 $324,736 11,008
2023-06-30 $331,010 11,008
2023-03-31 $330,350 11,008
2022-12-31 $368,107 11,008
2022-09-30 $300,078 11,008
2022-06-30 $316,039 11,008
2022-03-31 $341,248 11,008
2021-12-31 $370,199 11,008
2021-09-30 $380,986 11,008
2021-03-31 $184,934 5,504
2020-12-31 $150,809 5,504