Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SNDR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,716,194 102,382
2025-09-30 $15,341 725
2025-06-30 $650,165 26,922
2025-03-31 $761,590 33,330
2024-12-31 $1,048,018 35,793
2024-09-30 $792,726 27,776
2024-06-30 $1,328 55
2024-03-31 $217,072 9,588
2023-12-31 $223,552 8,784
2023-09-30 $996 36
2023-06-30 $225,452 7,850