Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,377,852 118,013
2025-09-30 $3,182,176 88,027
2025-06-30 $100,519 3,183
2025-03-31 $1,880,702 65,189
2024-12-31 $1,719,183 74,327
2024-09-30 $1,607,794 61,226
2024-06-30 $1,077 47
2024-03-31 $1,065,112 38,619
2023-12-31 $846,248 29,808
2023-09-30 $725,668 28,992
2023-06-30 $42,267 1,546
2023-03-31 $442,492 14,691
2022-12-31 $391,884 14,946
2022-09-30 $275,196 13,822
2022-06-30 $204,823 9,063
2022-03-31 $272,821 8,523
2021-12-31 $254,735 8,003
2021-09-30 $233,468 7,741
2021-03-31 $391,257 13,413
2020-12-31 $305,737 13,351
2020-09-30 $177,510 13,397