Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in SNCY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,695,530 | 117,827 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $714,186 | 60,473 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $402,237 | 34,233 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $198,746 | 16,132 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $236,662 | 16,232 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $210,007 | 18,734 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $142,731 | 11,364 | Shares | Sole | 2024-08-15 |