Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in TAC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $647,079 51,193
2025-09-30 $75,089 5,493
2025-06-30 $59,269 5,493
2025-03-31 $448,930 48,014
2024-12-31 $793,955 56,110
2024-09-30 $557,398 53,803
2024-06-30 $32,327 4,566
2024-03-31 $123,506 19,208