Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in OCFC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,806,685 100,651
2025-09-30 $60,352 3,435
2025-06-30 $22,998 1,306
2025-03-31 $677,049 39,803
2024-12-31 $894,646 49,428
2024-09-30 $773,808 41,625
2024-06-30 $635,409 39,988
2024-03-31 $186,089 11,340