Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,519,969 | 195,498 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,640,249 | 202,940 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $2,923,709 | 235,783 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $3,211,963 | 264,795 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $3,582,335 | 283,637 | Shares | Sole | 2025-02-14 |