Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in RDY

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $15,869,327 1,130,294
2025-09-30 $17,292,225 1,236,926
2025-06-30 $15,968,894 1,062,468
2025-03-31 $7,044,897 534,109
2024-12-31 $10,041,191 635,921
2024-09-30 $1,660,695 104,512
2024-06-30 $2,956 194
2024-03-31 $1,036,362 70,645
2023-12-31 $802,938 57,699
2023-09-30 $476,033 35,594
2023-06-30 $372,727 29,530
2023-03-31 $241,656 21,224
2022-12-31 $122,471 11,833
2022-09-30 $106,333 10,158
2022-06-30 $40,224 3,631
2021-06-30 $66,894 4,550
2021-03-31 $146,562 11,937
2020-12-31 $227,415 15,950
2020-09-30 $67,987 4,887
2020-06-30 $53,169 5,015
2020-03-31 $42,870 5,315