Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in NWL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,247,784 335,426
2025-09-30 $212,859 40,622
2025-06-30 $189,540 35,100
2025-03-31 $360,145 58,088
2024-12-31 $425,919 42,763
2024-09-30 $260,835 33,963
2024-06-30 $2,564 400
2024-03-31 $223,715 27,860
2023-12-31 $342,937 39,509
2023-09-30 $343,735 38,066
2023-06-30 $258,129 29,670
2023-03-31 $724,280 58,222
2022-12-31 $766,278 58,584
2022-09-30 $930,088 66,961
2022-06-30 $1,074,865 56,453
2022-03-31 $1,176,008 54,928
2021-12-31 $1,177,634 53,921
2021-09-30 $1,220,932 55,146
2021-06-30 $1,494,340 54,399
2021-03-31 $1,486,557 55,510
2020-12-31 $1,226,096 57,753
2020-09-30 $1,006,554 58,657
2020-06-30 $286,237 18,025
2020-03-31 $248,176 18,688