Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HCC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,845,622 43,616
2025-09-30 $2,108,202 33,127
2025-06-30 $1,117,151 24,376
2025-03-31 $1,005,174 21,064
2024-12-31 $1,146,524 21,138
2024-09-30 $1,322,729 20,700
2024-06-30 $1,129 18
2024-03-31 $1,036,633 17,078
2023-12-31 $1,016,674 16,675
2023-09-30 $800,729 15,676
2023-06-30 $625,575 16,061
2023-03-31 $554,210 15,097
2022-12-31 $522,371 15,080