Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in OXM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $724,458 21,183
2025-09-30 $90,687 2,237
2025-06-30 $546,030 13,566
2025-03-31 $370,501 6,315
2024-12-31 $563,985 7,159
2024-09-30 $337,062 3,885
2024-06-30 $367,149 3,666
2024-03-31 $411,721 3,663
2023-12-31 $361,300 3,613
2023-09-30 $337,608 3,512
2023-06-30 $281,579 2,861
2023-03-31 $302,937 2,869
2022-12-31 $266,401 2,859