Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in PACB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $916,479 | 490,096 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $390,979 | 305,453 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $203,836 | 164,384 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $59,940 | 50,797 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $177,172 | 96,816 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $55,094 | 32,409 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $437 | 319 | Shares | Defined | 2024-08-15 |
| 2023-09-30 | $1,670 | 200 | Shares | Sole | 2023-11-16 |
| 2021-03-31 | $347,223 | 10,424 | Shares | Sole | 2021-04-30 |