Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in ONCY

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $11,597 13,330
2025-09-30 $18,662 13,330
2025-06-30 $10,264 13,330
2025-03-31 $7,331 13,330
2024-12-31 $12,130 13,330
2024-09-30 $8,987 10,330
2021-03-31 $647,700 170,000
2020-12-31 $428,400 180,000
2020-09-30 $287,300 170,000
2020-06-30 $206,800 110,000
2020-03-31 $128,340 93,000