Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in OPK

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $73,156 58,061
2025-09-30 $125,233 80,796
2025-06-30 $32,329 24,492
2025-03-31 $46,641 28,097
2024-12-31 $35,668 24,264
2024-09-30 $40,116 26,924
2024-06-30 $39,357 31,486
2024-03-31 $28,453 23,711
2023-12-31 $41,171 27,266
2023-09-30 $157,992 98,745
2023-06-30 $214,276 98,745
2023-03-31 $146,146 100,100
2022-12-31 $122,541 98,033
2022-09-30 $178,977 94,697
2022-06-30 $225,701 89,210
2022-03-31 $293,249 85,247
2021-12-31 $411,471 85,545
2021-09-30 $312,684 85,667
2021-06-30 $325,595 80,394
2021-03-31 $420,591 98,040
2020-12-31 $168,988 42,782
2020-09-30 $147,253 39,906
2020-06-30 $532,976 156,298
2020-03-31 $43,484 32,451