Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in TS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,222,871 57,812
2025-09-30 $120,258 3,362
2025-06-30 $124,168 3,320
2025-03-31 $1,413,122 36,132
2024-12-31 $1,489,416 39,413
2024-09-30 $991,084 31,176
2024-06-30 $12,146 398
2024-03-31 $71,903 1,831
2023-12-31 $892,810 25,685
2023-09-30 $734,099 23,231
2023-06-30 $654,137 21,841
2023-03-31 $360,876 12,698
2022-12-31 $501,205 14,255
2022-09-30 $229,381 8,877
2022-03-31 $31,723 1,055