Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in IOVA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $433,122 158,653
2025-09-30 $213,209 98,253
2025-06-30 $130,709 75,994
2025-03-31 $217,076 65,188
2024-12-31 $469,012 63,380
2024-09-30 $690,061 73,489
2024-06-30 $32,384 4,038
2024-03-31 $1,049,774 70,835
2023-12-31 $298,354 36,698
2023-09-30 $69,455 15,265
2021-03-31 $207,499 6,554
2020-12-31 $205,505 4,429