Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SXT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,485,826 37,103
2025-09-30 $138,991 1,481
2025-06-30 $2,818,164 28,605
2025-03-31 $1,541,370 20,709
2024-12-31 $1,690,215 23,719
2024-09-30 $1,804,227 22,491
2024-06-30 $39,987 539
2024-03-31 $1,051,203 15,193
2023-12-31 $631,554 9,569
2023-09-30 $587,372 10,044