Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SBSW

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,474,264 243,808
2025-09-30 $1,684,133 149,834
2025-06-30 $760,547 105,339
2025-03-31 $510,811 111,531
2024-12-31 $834,193 252,786
2024-09-30 $683,015 166,184
2024-06-30 $2,762 635
2024-03-31 $283,287 60,146
2023-12-31 $134,940 24,851
2023-09-30 $194,867 31,583
2023-06-30 $117,755 18,871
2023-03-31 $168,521 20,255
2022-12-31 $271,382 25,458
2022-09-30 $192,411 20,645
2021-12-31 $143,169 11,417
2021-09-30 $158,544 12,848
2021-06-30 $268,399 16,043
2021-03-31 $913,110 51,126
2020-12-31 $788,557 49,626
2020-09-30 $552,833 49,626
2020-06-30 $450,024 52,026
2020-03-31 $246,119 52,144