Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in GRX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $259,114 | 26,907 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $243,429 | 26,839 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $254,412 | 26,922 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $271,293 | 26,914 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $259,402 | 26,909 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $321,711 | 29,380 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $280,550 | 29,285 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $299,816 | 29,279 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $273,126 | 29,274 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $273,513 | 31,878 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $317,445 | 31,872 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $290,773 | 28,818 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $296,249 | 28,818 | Shares | Sole | 2023-02-10 |