Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in INVA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,401,518 70,111
2025-09-30 $1,119,911 61,365
2025-06-30 $70,395 3,504
2025-03-31 $497,777 27,456
2024-12-31 $495,446 28,556
2024-09-30 $517,120 26,780
2024-06-30 $362,620 22,111
2024-03-31 $293,202 19,239
2023-12-31 $304,246 18,968
2023-09-30 $227,948 17,548
2023-06-30 $204,838 16,091