Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MMS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,569,280 64,519
2025-09-30 $225,592 2,469
2025-06-30 $2,638,255 37,582
2025-03-31 $1,446,923 21,219
2024-12-31 $1,104,969 14,802
2024-09-30 $1,526,519 16,386
2024-06-30 $1,456 17
2024-03-31 $1,028,614 12,260
2023-12-31 $796,501 9,498
2023-09-30 $436,579 5,846
2023-06-30 $2,873 34
2023-03-31 $357,375 4,541