Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in GHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $104,927 | 15,229 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $156,858 | 15,229 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $184,640 | 16,311 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $200,732 | 16,280 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $166,572 | 16,251 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $227,594 | 16,222 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $240,247 | 16,222 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $279,259 | 17,143 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $285,513 | 17,073 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $513,064 | 33,341 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $544,921 | 33,198 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $571,706 | 33,198 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $575,361 | 33,199 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $574,268 | 33,366 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $267,336 | 14,667 | Shares | Sole | 2022-08-15 |