Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in MYI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $108,884 | 10,017 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $124,528 | 11,239 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $107,407 | 10,239 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $112,526 | 10,239 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $113,038 | 10,239 | Shares | Sole | 2025-02-14 |
| 2024-06-30 | $114,472 | 10,239 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $135,067 | 11,786 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $165,532 | 14,221 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $124,522 | 13,039 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $142,646 | 13,039 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $136,522 | 12,039 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $134,957 | 12,039 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $120,873 | 11,589 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $135,127 | 11,589 | Shares | Sole | 2022-08-15 |
| 2021-06-30 | $150,088 | 10,107 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $203,960 | 14,303 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $206,678 | 14,303 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $154,600 | 11,503 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $210,871 | 16,196 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $161,743 | 12,656 | Shares | Sole | 2020-05-05 |