Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in UDN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $294,867 | 16,166 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $398,118 | 21,154 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $372,848 | 19,717 | Shares | Sole | 2025-08-08 |