Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PHI

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,243,187 241,177
2025-09-30 $1,119,307 59,856
2025-06-30 $36,339 1,670
2025-03-31 $2,517,696 115,121
2024-12-31 $1,862,770 84,098
2024-09-30 $1,825,070 67,897
2024-06-30 $1,364,970 55,577
2024-03-31 $1,139,957 46,227
2023-12-31 $795,987 33,973
2023-09-30 $1,136 55
2023-06-30 $481,375 20,598
2023-03-31 $299,010 11,842
2022-12-31 $290,631 12,747