Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in UHAL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,070,153 21,229
2025-09-30 $773,697 13,557
2025-06-30 $550,489 9,090
2022-09-30 $38,547 757
2022-06-30 $27,019 565
2022-03-31 $31,757 532
2021-12-31 $38,635 532
2021-09-30 $57,625 892
2021-06-30 $52,574 892
2021-03-31 $54,643 892
2020-12-31 $40,493 892
2020-09-30 $37,093 1,042
2020-06-30 $31,488 1,042
2020-03-31 $30,304 1,043