Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in NAT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $489,102 142,181
2025-09-30 $25,380 8,083
2025-06-30 $319,842 121,613
2025-03-31 $31,891 12,964
2024-12-31 $270,830 108,332
2024-09-30 $140,961 38,409
2024-06-30 $176,154 44,260
2024-03-31 $200,084 51,042
2023-12-31 $239,626 57,054
2023-09-30 $138,258 33,558
2023-06-30 $119,557 32,577
2023-03-31 $119,536 30,186
2022-12-31 $82,001 26,798
2022-09-30 $89,837 33,647
2022-06-30 $68,988 32,389
2022-03-31 $72,396 33,989
2021-12-31 $36,549 21,627
2021-09-30 $44,866 17,526
2021-06-30 $57,485 17,526
2021-03-31 $69,322 21,330
2020-09-30 $329,138 94,309
2020-06-30 $81,398 20,049