Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in USCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $552,893 | 7,124 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $554,959 | 7,124 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $529,446 | 7,224 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $520,994 | 7,224 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $476,639 | 7,224 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $408,847 | 6,551 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $407,668 | 6,551 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $399,283 | 6,551 | Shares | Sole | 2024-05-13 |