Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in MQY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $286,839 | 25,384 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $306,278 | 26,290 | Shares | Sole | 2025-11-14 |
| 2023-03-31 | $129,019 | 10,897 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $230,573 | 19,877 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $285,885 | 25,872 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $342,477 | 26,988 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $375,032 | 27,196 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $693,325 | 42,957 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $728,303 | 44,957 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $550,237 | 32,850 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $738,583 | 46,481 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $346,285 | 20,987 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $335,953 | 20,984 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $315,973 | 20,981 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $159,759 | 10,980 | Shares | Sole | 2020-05-05 |