Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in GDS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,861,217 53,330
2025-09-30 $1,172,106 30,287
2025-06-30 $1,534,124 50,184
2025-03-31 $1,986,783 78,436
2024-12-31 $700,278 29,473
2024-09-30 $2,046,385 100,313
2024-06-30 $927,606 99,850
2024-03-31 $7,295 1,097
2023-12-31 $2,613,144 286,529
2023-09-30 $219,000 20,000
2023-09-30 $2,026,143 185,036
2023-06-30 $1,096,461 99,769
2023-06-30 $879,200 80,000
2023-03-31 $1,056,529 56,620
2022-09-30 $683,512 38,704
2022-06-30 $1,059,598 31,734
2022-03-31 $1,204,425 30,686
2021-12-31 $1,723,179 36,539
2021-09-30 $2,804,402 49,539
2021-06-30 $2,668,660 34,000
2021-06-30 $981,125 12,500
2021-03-31 $2,027,250 25,000
2021-03-31 $2,757,060 34,000
2020-12-31 $3,183,760 34,000
2020-09-30 $2,782,220 34,000