Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MDU

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,684,302 291,204
2025-09-30 $24,595 1,381
2025-06-30 $4,247,899 254,823
2025-03-31 $4,306,368 254,664
2024-12-31 $434,443 24,109
2024-09-30 $301,221 19,836
2024-06-30 $261,762 18,824
2024-03-31 $11,168 800
2023-12-31 $226,223 20,623
2023-09-30 $188,346 17,363
2023-06-30 $214,469 18,487
2023-03-31 $200,030 17,259
2022-12-31 $224,444 19,455
2022-09-30 $208,451 20,044
2022-06-30 $110,468 10,764
2022-03-31 $83,581 8,248
2021-12-31 $111,110 9,475
2021-09-30 $159,920 14,175
2021-06-30 $88,828 7,454
2021-03-31 $134,378 11,180
2020-12-31 $109,480 10,931
2020-09-30 $93,460 10,924
2020-06-30 $83,907 9,949
2020-03-31 $87,353 10,685