Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in QS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,875,187 371,899
2025-09-30 $24,640 2,000
2025-09-30 $4,355,181 353,505
2025-06-30 $13,440 2,000
2025-06-30 $2,379,162 354,042
2025-03-31 $237,461 57,082
2024-12-31 $241,142 46,463
2024-09-30 $11,500 2,000
2024-06-30 $4,920 1,000
2024-06-30 $738 150
2024-03-31 $196,147 31,184
2024-03-31 $6,290 1,000
2023-12-31 $83,400 12,000
2023-12-31 $197,783 28,458
2023-09-30 $10,269 1,535
2023-09-30 $79,611 11,900
2023-06-30 $87,091 10,900
2023-06-30 $11,026 1,380
2023-03-31 $149,464 18,272
2023-03-31 $49,080 6,000
2022-12-31 $5,670 1,000
2022-12-31 $83,275 14,687
2022-09-30 $8,410 1,000
2022-09-30 $89,246 10,612
2022-06-30 $8,590 1,000
2022-06-30 $2,641,880 307,553
2021-03-31 $5,401,146 120,696
2020-12-31 $8,982,862 106,369