Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PSEC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $507,813 196,067
2025-09-30 $520,674 189,336
2025-06-30 $599,315 188,464
2025-03-31 $672,092 163,925
2024-12-31 $731,432 169,706
2024-09-30 $903,096 168,803
2024-06-30 $973,020 175,953
2024-03-31 $199,332 36,111
2023-12-31 $186,672 31,164
2023-09-30 $426,010 70,415
2023-06-30 $350,405 56,517
2023-03-31 $296,252 42,565
2022-12-31 $305,658 43,728
2022-09-30 $216,882 34,981
2022-06-30 $212,482 30,398
2022-03-31 $141,604 17,102
2021-12-31 $252,527 30,027
2021-09-30 $171,979 22,335
2021-06-30 $176,072 20,986
2021-03-31 $491,593 64,093
2020-12-31 $330,881 61,161
2020-09-30 $269,436 53,566
2020-06-30 $294,693 57,670
2020-03-31 $263,236 61,938