Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MFM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $675,817 124,460
2025-09-30 $859,920 159,540
2025-06-30 $931,478 180,170
2025-03-31 $969,873 182,995
2024-12-31 $1,188,042 222,064
2023-12-31 $94,331 18,246
2023-09-30 $67,340 14,800
2020-09-30 $78,870 12,266
2020-06-30 $69,370 11,117
2020-03-31 $71,037 11,117