Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $289,034 | 20,884 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $217,250 | 15,386 | Shares | Sole | 2025-11-14 |