Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SHEL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $28,441,021 387,058
2025-09-30 $24,924,056 348,442
2025-06-30 $2,483,571 35,273
2025-03-31 $1,310,099 17,878
2024-12-31 $19,153,795 305,727
2024-09-30 $20,213,081 306,491
2024-06-30 $7,434 103
2024-03-31 $17,307,716 258,170
2023-12-31 $16,109,419 244,824
2023-09-30 $16,439,433 255,350
2023-06-30 $256,071 4,241
2023-03-31 $7,649,539 132,943
2022-12-31 $8,387,539 147,279
2022-09-30 $6,767,957 136,012
2022-06-30 $6,060,097 115,894
2022-03-31 $4,780,722 87,033