Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in NEO

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $634,640 53,966
2025-09-30 $337,248 43,685
2025-06-30 $122,332 16,735
2025-03-31 $131,863 13,895
2024-12-31 $367,916 22,325
2024-09-30 $347,318 23,547
2024-06-30 $229,451 16,543
2024-03-31 $277,473 17,651
2023-12-31 $273,506 16,904
2023-09-30 $1,254,747 102,012
2023-06-30 $1,621,977 100,932
2023-03-31 $1,767,080 101,498
2022-12-31 $937,906 101,505
2022-09-30 $561,690 65,237
2022-06-30 $199,503 24,479
2022-03-31 $142,786 11,752
2021-12-31 $408,552 11,974
2021-09-30 $661,515 13,713
2021-06-30 $908,594 20,115
2021-03-31 $561,590 11,644
2020-12-31 $161,520 3,000
2020-12-31 $453,117 8,416
2020-09-30 $269,333 7,301