Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PUK

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,917,913 222,298
2025-09-30 $5,981,741 213,710
2025-06-30 $257,055 10,274
2025-03-31 $3,592,005 167,070
2024-12-31 $2,037,323 127,812
2024-09-30 $1,497,363 80,764
2024-06-30 $32,408 1,769
2024-03-31 $45,612 2,367
2023-12-31 $1,005,108 44,771
2023-09-30 $58,263 2,658
2023-06-30 $45,991 1,624
2022-06-30 $211,526 8,424
2022-03-31 $216,791 7,329
2021-09-30 $246,207 6,284
2021-03-31 $237,507 5,736