Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in USA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $474,190 75,508
2025-09-30 $438,626 69,184
2025-06-30 $550,704 80,867
2025-03-31 $543,905 83,039
2024-12-31 $477,298 68,676
2024-09-30 $491,660 69,248
2024-06-30 $491,089 72,219
2024-03-31 $495,344 69,279
2023-12-31 $428,225 67,120
2023-09-30 $295,928 49,988
2023-06-30 $269,760 41,694
2023-03-31 $247,231 39,876
2022-12-31 $148,068 25,977
2022-09-30 $308,800 55,841
2022-06-30 $392,864 62,558
2022-03-31 $680,004 84,159
2021-12-31 $513,417 61,267
2021-09-30 $503,246 58,517
2021-06-30 $494,117 54,659
2021-03-31 $238,513 31,260
2020-12-31 $211,436 30,643
2020-09-30 $154,739 25,747
2020-06-30 $154,291 26,974
2020-03-31 $129,992 26,858