Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SUZ

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $791,789 84,774
2025-09-30 $435,802 46,362
2025-06-30 $294,523 31,299
2025-03-31 $426,002 45,856
2024-12-31 $613,817 60,654
2024-09-30 $493,930 49,393
2024-06-30 $1,283 125
2024-03-31 $575,904 45,063
2023-12-31 $467,429 41,147
2023-09-30 $258,838 24,078
2023-06-30 $209,552 22,728
2023-03-31 $168,346 20,505
2022-12-31 $193,679 20,961
2022-09-30 $101,722 12,330