Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in MRVI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $729,186 | 224,365 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $550,517 | 191,818 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $278,186 | 115,430 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $171,454 | 77,581 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $188,253 | 34,542 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $373,476 | 44,943 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $287,960 | 40,218 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $358,097 | 41,303 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $254,309 | 38,826 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $276,100 | 27,610 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $228,537 | 18,386 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $315,196 | 22,498 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $255,233 | 17,836 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $378,788 | 14,837 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $423,138 | 14,894 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $743,138 | 21,070 | Shares | Sole | 2022-05-16 |