Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SGMO

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,397 12,850
2025-09-30 $8,576 12,800
2025-06-30 $5,400 10,000
2025-03-31 $12,530 18,985
2024-12-31 $20,057 19,664
2024-09-30 $16,516 18,985
2024-06-30 $5,034 13,985
2024-03-31 $9,172 13,690
2023-12-31 $7,392 13,690
2023-09-30 $8,214 13,690
2023-06-30 $19,097 14,690
2023-03-31 $53,166 30,208
2022-12-31 $50,365 16,040
2022-09-30 $73,397 14,979
2022-06-30 $61,437 14,840
2022-03-31 $86,220 14,840
2021-12-31 $122,017 16,269
2021-09-30 $140,465 15,590
2021-06-30 $163,869 13,690
2021-03-31 $198,224 15,820
2020-12-31 $246,950 15,820
2020-09-30 $149,499 15,820
2020-06-30 $135,475 15,120
2020-03-31 $839,139 131,733
2020-03-31 $2,548 400