Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in LC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,660,431 87,668
2025-09-30 $864,948 56,942
2025-06-30 $1,924 160
2025-03-31 $397,536 38,521
2024-12-31 $556,724 34,387
2024-09-30 $385,133 33,695
2024-06-30 $236,880 28,000
2024-03-31 $111,369 12,670
2023-12-31 $95,117 10,883
2023-06-30 $145,314 14,904
2021-03-31 $264,799 16,029