Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in PRTH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $117,338 | 21,530 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $175,679 | 25,572 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $134,407 | 17,276 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $28,223 | 2,402 | Shares | Defined | 2025-02-14 |