Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in GFI

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,863,930 134,309
2025-09-30 $88,787 2,116
2025-06-30 $2,038,602 86,126
2025-03-31 $1,723,903 78,040
2024-12-31 $911,129 69,025
2024-09-30 $777,246 50,635
2024-06-30 $2,890 194
2024-03-31 $744,192 46,834
2023-12-31 $591,052 40,875
2023-09-30 $312,301 28,757
2023-06-30 $388,844 28,116
2023-03-31 $343,949 25,822
2022-12-31 $139,393 13,468
2022-09-30 $102,694 12,694
2021-06-30 $267,000 30,000
2021-06-30 $27,171 3,053
2021-03-31 $24,674 2,600
2021-03-31 $78,890 8,313