Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in LEG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,179,254 198,114
2025-09-30 $1,184,885 133,433
2025-06-30 $64,893 7,275
2025-03-31 $651,182 82,324
2024-12-31 $637,286 66,384
2024-09-30 $1,770,463 129,990
2024-06-30 $8,777 766
2024-03-31 $495,467 25,873
2023-12-31 $616,250 23,548
2023-09-30 $489,599 19,268
2023-06-30 $7,375 249
2023-03-31 $434,046 13,615
2022-12-31 $425,887 13,214
2022-09-30 $593,342 17,861
2022-06-30 $591,456 17,104
2022-03-31 $737,446 21,191
2021-12-31 $780,517 18,963
2021-09-30 $885,276 19,743
2021-06-30 $919,731 17,752
2021-03-31 $822,384 18,015
2020-12-31 $1,090,001 24,605
2020-09-30 $729,079 17,709
2020-06-30 $704,054 20,030
2020-03-31 $540,990 20,277