Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PEBO

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,827,655 60,861
2025-09-30 $1,383,498 46,132
2025-06-30 $1,279,870 41,908
2025-03-31 $964,780 32,528
2024-12-31 $1,387,418 43,781
2024-09-30 $968,445 32,185
2024-06-30 $1,710 57
2024-03-31 $504,820 17,049
2023-12-31 $318,525 9,435