Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in GLTR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,994,152 | 14,563 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,558,704 | 9,421 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,231,745 | 8,916 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,123,152 | 8,675 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $956,467 | 8,711 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $849,108 | 7,495 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $962,965 | 9,351 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $764,859 | 8,009 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $619,573 | 6,807 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $603,103 | 7,167 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $547,368 | 6,309 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $673,950 | 7,389 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $674,668 | 7,561 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $516,311 | 6,364 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $620,605 | 7,273 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $660,261 | 6,872 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $650,659 | 7,274 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $734,996 | 8,501 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $798,509 | 8,279 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $713,188 | 7,696 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $775,372 | 7,836 | Shares | Sole | 2021-01-29 |