Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SFL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $601,736 77,047
2025-09-30 $377,975 50,196
2025-06-30 $416,500 50,000
2025-03-31 $410,000 50,000
2024-12-31 $681,009 66,635
2024-09-30 $667,797 57,718
2024-06-30 $807,038 58,144
2024-03-31 $1,503,534 114,077
2023-06-30 $119,778 12,838
2022-09-30 $182,418 20,024
2022-06-30 $190,976 20,124
2022-03-31 $156,558 15,379
2020-03-31 $103,630 10,943