Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HCAT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $80,738 33,782
2025-03-31 $138,396 30,551
2024-12-31 $153,700 21,740
2024-09-30 $173,771 21,348
2024-06-30 $120,528 18,862
2024-03-31 $115,231 15,303
2023-12-31 $137,992 14,902
2023-09-30 $154,795 15,296
2023-06-30 $302,412 24,193
2023-03-31 $285,273 24,445
2022-12-31 $269,332 25,337
2022-09-30 $256,565 26,450
2022-06-30 $230,970 15,940
2022-03-31 $409,640 15,677