Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in LBRDA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,004,368 20,803
2025-09-30 $1,228,222 19,394
2025-06-30 $75,267 821
2025-03-31 $1,670,365 20,968
2024-12-31 $1,358,340 19,491
2024-09-30 $1,143,588 15,884
2024-06-30 $3,377 66
2024-03-31 $211,455 3,950
2023-09-30 $219,989 2,582