Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in STM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $5,049,583 194,664
2025-09-30 $316,342 11,194
2025-06-30 $4,682,379 153,975
2025-03-31 $2,475,967 112,749
2024-12-31 $2,541,321 101,775
2024-09-30 $1,965,539 66,113
2024-06-30 $27,298 695
2024-03-31 $1,886,085 43,619
2023-12-31 $2,047,409 40,842
2023-09-30 $1,744,785 40,426
2023-06-30 $1,816,886 36,345
2023-03-31 $1,811,278 33,862
2022-12-31 $950,643 26,726
2022-09-30 $1,015,141 32,810
2022-06-30 $671,569 21,340
2022-03-31 $854,200 19,764
2021-12-31 $952,231 19,481
2021-09-30 $883,856 20,258
2021-06-30 $43,656 1,200
2021-06-30 $518,196 14,244
2021-03-31 $748,278 19,522
2020-12-31 $714,077 19,237
2020-12-31 $70,528 1,900
2020-09-30 $584,644 19,050
2020-09-30 $30,690 1,000
2020-06-30 $435,078 15,873
2020-03-31 $387,267 18,122