Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MBC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,278,498 115,806
2025-09-30 $811,851 61,644
2025-06-30 $27,915 2,554
2025-03-31 $388,979 29,784
2024-12-31 $426,216 29,173
2024-09-30 $536,695 28,948
2024-06-30 $9,321 635
2024-03-31 $471,516 25,161
2023-12-31 $381,763 25,708
2023-09-30 $324,295 26,691
2023-06-30 $97,145 8,353
2023-03-31 $150,243 18,687
2022-12-31 $152,253 20,166