Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PSFE

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $152,868 18,896
2024-09-30 $265,660 11,844
2024-06-30 $390,073 22,063
2024-03-31 $340,353 21,555
2023-12-31 $275,164 21,514
2023-09-30 $260,806 21,752
2023-06-30 $229,971 22,792
2023-03-31 $412,804 23,903
2022-12-31 $332,234 23,919