Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MORN

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,427,595 29,578
2025-09-30 $1,794,597 7,735
2025-06-30 $59,960 191
2025-03-31 $770,665 2,570
2024-12-31 $905,884 2,690
2024-09-30 $865,772 2,713
2024-06-30 $591 2
2024-03-31 $872,994 2,831
2023-12-31 $770,844 2,693
2023-09-30 $569,437 2,431
2023-06-30 $463,117 2,362
2023-03-31 $450,320 2,218
2022-12-31 $439,894 2,031
2022-09-30 $417,633 1,967
2022-06-30 $408,450 1,689
2022-03-31 $408,389 1,495
2021-12-31 $504,093 1,474
2021-09-30 $364,196 1,406
2021-06-30 $358,411 1,394
2021-03-31 $337,785 1,501
2020-12-31 $322,808 1,394
2020-09-30 $228,066 1,420
2020-06-30 $200,177 1,420