Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HRI

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,323,630 15,660
2025-09-30 $940,862 8,065
2025-06-30 $959,888 7,289
2025-03-31 $1,060,867 7,901
2024-12-31 $2,444,818 12,913
2024-09-30 $1,729,496 10,848
2024-06-30 $872,648 6,547
2024-03-31 $99,465 591
2023-12-31 $813,533 5,464
2023-09-30 $415,576 3,494
2023-06-30 $476,101 3,479
2023-03-31 $361,290 3,172
2022-12-31 $364,054 2,767
2021-09-30 $2,138,547 13,083
2021-06-30 $3,378,798 30,149