Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in LEA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,197,682 54,081
2025-09-30 $128,177 1,274
2025-06-30 $2,245,232 23,639
2025-03-31 $1,260,575 14,289
2024-12-31 $850,783 8,984
2024-09-30 $560,266 5,133
2024-06-30 $454,667 3,981
2024-03-31 $825,380 5,697
2023-12-31 $649,706 4,601
2023-09-30 $522,171 3,891
2023-06-30 $400,791 2,792
2023-03-31 $640,677 4,593
2022-12-31 $365,983 2,951
2022-09-30 $256,735 2,145
2022-06-30 $250,898 1,993
2022-03-31 $213,314 1,496
2021-12-31 $291,073 1,591
2021-09-30 $244,578 1,563
2021-06-30 $287,459 1,640
2021-03-31 $282,568 1,559
2020-12-31 $259,855 1,634
2020-06-30 $205,611 1,886