Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HP

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,789,674 97,269
2025-09-30 $1,636,780 74,096
2025-06-30 $511,862 33,764
2025-03-31 $674,862 25,837
2024-12-31 $830,470 25,936
2024-09-30 $719,615 23,656
2024-06-30 $23,996 664
2024-03-31 $659,752 15,686
2023-12-31 $570,971 15,764
2023-09-30 $542,388 12,865
2023-06-30 $365,028 10,297
2023-03-31 $377,698 10,565
2022-12-31 $454,011 9,159
2022-09-30 $225,147 6,090
2022-03-31 $17,112 400
2021-03-31 $805,133 29,864