Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in TFX

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,245,161 34,785
2025-09-30 $5,391,426 44,062
2025-06-30 $113,625 960
2025-03-31 $809,517 5,858
2024-12-31 $1,031,927 5,798
2024-09-30 $1,402,551 5,671
2024-06-30 $841 4
2024-03-31 $1,269,265 5,612
2023-12-31 $1,410,764 5,658
2023-09-30 $874,417 4,452
2023-06-30 $917,776 3,792
2023-03-31 $964,857 3,809
2022-12-31 $930,371 3,727
2022-09-30 $709,542 3,522
2022-06-30 $821,139 3,340
2022-03-31 $1,007,717 2,840
2021-12-31 $1,131,613 3,445
2021-09-30 $1,347,295 3,578
2021-06-30 $1,440,015 3,584
2021-03-31 $1,123,403 2,704
2020-12-31 $1,092,718 2,655
2020-09-30 $774,795 2,276
2020-06-30 $769,817 2,115
2020-03-31 $697,592 2,382