Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SLQT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $239,867 170,119
2025-09-30 $476 243
2025-06-30 $289,400 121,597
2025-03-31 $34,041 10,192
2024-12-31 $408,054 109,692
2024-09-30 $217,041 100,019
2024-06-30 $259,078 93,869
2024-03-31 $168,780 84,390
2023-12-31 $66,829 48,781
2023-09-30 $57,073 48,781
2023-06-30 $95,122 48,781
2023-03-31 $132,862 61,227
2022-12-31 $142,756 212,436
2022-09-30 $32,895 45,063
2022-06-30 $113,006 45,567
2022-03-31 $126,593 45,374
2021-12-31 $290,363 32,049
2021-09-30 $703,133 54,380
2021-06-30 $897,130 46,580
2021-03-31 $1,316,293 44,605
2020-12-31 $629,140 30,320