Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PB

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $9,018,094 130,489
2025-09-30 $2,761,553 41,621
2025-06-30 $40,247 573
2025-03-31 $297,755 4,172
2024-12-31 $329,655 4,375
2024-09-30 $281,721 3,909
2024-06-30 $182,196 2,980
2020-06-30 $368,334 6,203
2020-03-31 $302,865 6,277