Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in MUFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,965,319 | 1,132,744 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $541,529 | 33,973 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $11,790,446 | 859,362 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $12,311,065 | 903,233 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $8,900,413 | 759,421 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $6,186,243 | 607,686 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $8,412 | 779 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $5,175,315 | 505,896 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $3,598,523 | 417,947 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $2,953,704 | 347,904 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $97,527 | 13,233 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $1,304,281 | 204,113 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,146,432 | 171,879 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $454,716 | 101,048 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $476,466 | 89,226 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $423,080 | 68,349 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $290,963 | 53,290 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $316,905 | 53,441 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $115,137 | 21,243 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $286,361 | 53,227 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $223,870 | 50,535 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $224,179 | 55,905 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $72,433 | 18,431 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $117,222 | 32,028 | Shares | Sole | 2020-05-05 |