Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in IGR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $82,068 | 18,737 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $64,414 | 12,532 | Shares | Sole | 2025-11-14 |
| 2024-03-31 | $60,062 | 11,164 | Shares | Sole | 2024-05-13 |
| 2023-03-31 | $63,210 | 11,904 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $79,211 | 13,824 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $67,087 | 11,627 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $113,045 | 15,571 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $168,984 | 18,693 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $110,861 | 11,324 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $88,398 | 10,574 | Shares | Sole | 2021-11-10 |
| 2021-03-31 | $79,591 | 10,191 | Shares | Sole | 2021-04-30 |
| 2020-09-30 | $61,420 | 10,271 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $110,713 | 18,545 | Shares | Sole | 2020-07-23 |