Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,062,424 180,674
2025-09-30 $80,702 4,476
2025-06-30 $1,831,100 115,454
2025-03-31 $1,964,895 116,266
2024-12-31 $2,198,176 129,686
2024-09-30 $2,298,388 126,633
2024-06-30 $38,991 2,366
2024-03-31 $18,777 1,327
2023-12-31 $967,050 56,126
2023-09-30 $374,267 24,510
2023-06-30 $534,737 28,353
2023-03-31 $416,116 21,527
2022-12-31 $378,616 19,648
2022-09-30 $273,197 13,103