Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in SKWD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,554,408 | 30,413 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $521,256 | 10,960 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $31,668 | 548 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $436,325 | 8,245 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,768 | 35 | Shares | Defined | 2025-02-14 |