Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in IMO

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,554,492 52,769
2025-09-30 $165,328 1,822
2025-06-30 $3,921,225 49,336
2025-03-31 $3,435,923 47,510
2024-12-31 $2,733,130 44,369
2024-09-30 $3,052,527 43,329
2024-06-30 $24,228 355
2024-03-31 $2,279,216 32,970
2023-12-31 $1,760,193 30,778
2023-09-30 $1,469,475 23,859
2023-06-30 $1,114,162 21,778
2023-03-31 $965,593 19,004
2022-12-31 $797,045 16,353
2022-09-30 $735,763 17,004
2022-06-30 $593,680 12,602
2022-03-31 $541,280 11,202
2021-12-31 $411,359 11,395
2021-09-30 $408,544 12,945
2021-06-30 $724,218 23,823