Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in OBK

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,671,663 71,036
2025-09-30 $39,318 1,139
2025-06-30 $2,140,253 59,884
2025-03-31 $1,766,193 50,943
2024-12-31 $1,221,076 36,680
2024-09-30 $1,012,717 31,490
2024-06-30 $10,309 325
2024-03-31 $764,473 24,471
2023-12-31 $720,042 20,243
2023-09-30 $47,895 1,659
2023-06-30 $290,421 9,912
2023-03-31 $302,949 9,423
2022-12-31 $292,755 7,977