Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in MUC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $174,836 | 16,494 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $414,828 | 38,233 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $170,712 | 16,494 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $575,341 | 53,720 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $213,854 | 20,118 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $189,999 | 16,493 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $635,386 | 57,242 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $209,057 | 18,988 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $211,481 | 19,001 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $181,525 | 18,988 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $224,812 | 20,720 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $229,163 | 20,720 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $224,476 | 20,901 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $290,012 | 27,003 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $358,058 | 29,913 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $9,156 | 700 | Shares | Sole | 2022-05-16 |
| 2021-06-30 | $172,203 | 10,810 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $192,790 | 12,810 | Shares | Sole | 2021-04-30 |