Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in NMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $176,613 | 17,332 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $183,545 | 17,332 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $181,952 | 17,546 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $191,426 | 17,546 | Shares | Sole | 2025-05-15 |
| 2023-09-30 | $424,764 | 45,772 | Shares | Sole | 2023-11-16 |