Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SAP

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $30,144,645 124,098
2025-09-30 $1,095,561 4,100
2025-09-30 $33,210,462 124,286
2025-06-30 $1,246,810 4,100
2025-06-30 $37,346,825 122,811
2025-03-31 $832,969 3,103
2024-12-31 $25,848,356 104,985
2024-09-30 $21,863,928 95,434
2024-06-30 $201,710 1,000
2024-06-30 $11,496 57
2024-06-30 $121,026 600
2024-03-31 $14,594,094 74,830
2023-12-31 $10,749,570 69,536
2023-09-30 $25,864 200
2023-09-30 $8,276,867 64,003
2023-06-30 $68,405 500
2023-06-30 $202,205 1,478
2023-03-31 $6,916,715 54,656
2022-12-31 $5,559,670 53,878
2022-12-31 $61,914 600
2022-09-30 $32,500 400
2022-09-30 $3,795,675 46,716
2022-06-30 $3,585,526 39,523
2022-03-31 $4,410,660 39,750
2022-03-31 $33,288 300
2021-12-31 $4,601,212 32,840
2021-09-30 $6,144,184 45,499
2021-06-30 $4,854,999 34,565
2021-03-31 $5,817,790 47,380
2020-12-31 $8,072,966 61,914
2020-09-30 $3,035,334 19,481
2020-06-30 $2,231,460 15,939
2020-03-31 $1,784,906 16,153