Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HSTM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,367,174 59,262
2025-09-30 $962,334 34,077
2025-06-30 $285,139 10,305
2025-03-31 $750,598 23,325
2024-12-31 $812,839 25,561
2024-09-30 $456,940 15,844
2024-06-30 $4,156 149
2024-03-31 $55,372 2,077
2023-12-31 $213,293 7,891