Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PKX

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $331,817 6,236
2025-09-30 $240,538 4,888
2025-06-30 $4,847,884 99,977
2025-03-31 $5,355,870 112,684
2024-12-31 $2,846,539 65,649
2024-09-30 $3,765,531 53,801
2024-06-30 $525 8
2024-03-31 $13,488 172
2023-12-31 $3,522,112 37,032
2023-09-30 $2,793,535 27,254
2023-06-30 $2,070 28
2023-03-31 $1,704,965 24,465
2022-12-31 $963,193 17,683
2022-09-30 $527,147 14,399
2022-06-30 $273,486 6,143
2022-03-31 $8,238 139