Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SJT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $297,112 52,867
2025-09-30 $319,340 52,871
2025-06-30 $334,706 55,971
2025-03-31 $309,519 55,971
2024-12-31 $201,178 52,527
2024-09-30 $192,414 52,004
2024-06-30 $213,166 52,504
2024-03-31 $322,488 60,962
2023-12-31 $317,530 62,506
2023-09-30 $574,330 82,876
2023-06-30 $586,063 78,878
2023-03-31 $561,252 53,351
2022-12-31 $619,169 54,218
2022-09-30 $541,364 57,592
2022-06-30 $460,777 53,085
2022-03-31 $461,801 52,657
2021-09-30 $279,489 55,235