Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in KB

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $12,073,046 140,319
2025-09-30 $9,447,677 113,951
2025-06-30 $237,281 2,873
2025-03-31 $4,183,135 77,308
2024-12-31 $5,028,195 88,369
2024-09-30 $5,318,527 86,130
2024-06-30 $27,738 490
2024-03-31 $74,303 1,427
2023-12-31 $2,128,444 51,449
2023-09-30 $1,770,524 43,068
2023-06-30 $1,347,090 37,008
2023-03-31 $1,180,408 32,411
2022-12-31 $877,118 22,688
2022-09-30 $424,974 14,100