Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in PRSU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $359,870 | 10,685 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $243,925 | 6,742 | Shares | Defined | 2025-11-14 |
| 2024-12-31 | $19,554 | 460 | Shares | Defined | 2025-02-14 |
| 2024-06-30 | $196,282 | 5,773 | Shares | Sole | 2024-08-15 |