Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PDM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $775,277 92,959
2025-09-30 $661,410 73,490
2025-06-30 $712,305 97,710
2025-03-31 $290,031 39,353
2024-12-31 $525,410 57,422
2024-09-30 $606,019 60,002
2024-06-30 $45,878 6,328
2024-03-31 $66,405 9,446
2023-12-31 $365,027 51,340
2023-09-30 $401,543 71,449
2023-06-30 $433,706 59,657
2023-03-31 $121,691 16,670
2022-12-31 $135,826 14,812