Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in NAK

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $65,098 33,045
2025-09-30 $32,012 26,677
2025-06-30 $37,371 27,889
2025-03-31 $29,187 25,380
2024-12-31 $7,631 13,158
2024-09-30 $4,408 13,358
2024-06-30 $4,140 13,358
2024-03-31 $5,650 17,658
2023-12-31 $3,250 10,158
2023-09-30 $3,559 10,785
2023-06-30 $2,588 10,785
2023-03-31 $7,628 31,785
2022-12-31 $6,992 31,785
2022-09-30 $2,880 12,000
2022-06-30 $3,120 12,000
2022-03-31 $5,040 12,000
2021-12-31 $3,960 12,000
2021-09-30 $5,520 12,000
2021-06-30 $6,664 13,600
2021-03-31 $10,076 15,995
2021-03-31 $630 1,000
2020-12-31 $3,552 11,100
2020-12-31 $4,431 13,848
2020-09-30 $11,858 12,100
2020-09-30 $134,633 137,381
2020-06-30 $34,320 24,000
2020-06-30 $2,065,936 1,444,711
2020-03-31 $416,086 1,066,889