Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in LOB

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,256,419 36,577
2025-09-30 $1,024,585 29,091
2025-06-30 $10,281 345
2025-03-31 $700,838 26,288
2024-12-31 $349,779 8,844
2024-09-30 $482,889 10,194
2024-06-30 $241,949 6,901
2024-03-31 $292,976 7,058
2023-12-31 $280,234 6,159