Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in SHEN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $795,108 | 68,781 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,023,194 | 76,244 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $963,152 | 70,509 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $758,385 | 60,333 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $854,466 | 67,761 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $950,915 | 67,393 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $1,140,911 | 69,866 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,212,356 | 69,796 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,517,723 | 70,200 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $1,458,590 | 70,771 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $1,377,198 | 70,880 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $1,688,519 | 88,776 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,410,683 | 88,834 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,474,646 | 86,642 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $1,922,253 | 86,588 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $2,041,745 | 86,588 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $2,229,159 | 87,418 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $2,760,660 | 87,418 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $4,240,647 | 87,418 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $5,052,811 | 103,520 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $4,426,724 | 102,352 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $4,622,959 | 104,027 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $5,942,796 | 120,568 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $6,041,399 | 122,668 | Shares | Sole | 2020-05-05 |