Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MTG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $7,478,859 255,950
2025-09-30 $2,740,967 96,615
2025-06-30 $1,005,497 36,117
2025-03-31 $591,795 23,882
2024-12-31 $532,645 22,465
2024-09-30 $540,876 21,128
2024-06-30 $386,262 17,924
2024-03-31 $267,313 11,955
2023-12-31 $244,404 12,670
2023-03-31 $2,160 161
2022-12-31 $2,366 182