Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MGY

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,259,312 194,578
2025-09-30 $4,457,531 186,742
2025-06-30 $1,714,009 76,246
2025-03-31 $2,152,025 85,195
2024-12-31 $1,574,946 67,363
2024-09-30 $1,681,999 68,878
2024-06-30 $6,816 269
2024-03-31 $1,281,099 49,368
2023-12-31 $641,616 30,137
2023-09-30 $439,963 19,204
2023-06-30 $240,120 11,489