Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SYNA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,300,393 31,078
2025-09-30 $1,756,747 25,706
2025-06-30 $1,490,989 23,002
2025-03-31 $950,574 14,918
2024-12-31 $830,131 10,877
2024-09-30 $693,720 8,942
2024-06-30 $341,157 3,868
2024-03-31 $523,116 5,362
2023-12-31 $568,801 4,986
2023-09-30 $386,917 4,326
2023-06-30 $3,415 40
2023-03-31 $342,119 3,078
2022-12-31 $267,304 2,809
2022-09-30 $257,822 2,604
2022-06-30 $252,390 2,138
2022-03-31 $378,651 1,898
2021-12-31 $545,436 1,884
2021-09-30 $278,940 1,552
2021-06-30 $240,215 1,544
2021-03-31 $251,474 1,857