Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HNI

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,389,259 56,833
2025-09-30 $883,309 18,854
2025-06-30 $46,622 948
2025-03-31 $339,543 7,656
2024-12-31 $333,852 6,628
2024-09-30 $51,740 961
2021-03-31 $395,600 10,000
2020-12-31 $344,944 10,010
2020-09-30 $314,113 10,010
2020-06-30 $305,700 10,000
2020-03-31 $327,470 13,000