Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in RES

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,718,386 683,527
2025-09-30 $1,937,596 407,058
2025-06-30 $302 64
2025-03-31 $1,344,579 244,469
2024-12-31 $1,498,762 252,317
2024-09-30 $1,641,229 258,055
2024-06-30 $1,509,193 241,471
2024-03-31 $191,402 24,729
2023-12-31 $491,895 67,568
2023-09-30 $552,027 61,748
2023-06-30 $448,111 62,673
2023-03-31 $529,825 68,898
2022-12-31 $557,936 62,760
2022-09-30 $397,996 57,431
2022-06-30 $382,392 55,339
2022-03-31 $640,200 60,000
2021-12-31 $1,452,541 319,943
2021-09-30 $1,205,002 247,943
2021-06-30 $1,227,317 247,943
2021-03-31 $1,347,818 249,596
2020-12-31 $786,709 249,749
2020-09-30 $210,423 79,706
2020-06-30 $245,494 79,706
2020-03-31 $165,224 80,206