Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,285,400 | 53,314 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,197,046 | 48,268 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,300,337 | 48,250 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,151,512 | 45,069 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $683,240 | 28,421 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $864,742 | 33,221 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $607,656 | 27,031 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $677,920 | 28,762 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $546,207 | 25,716 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $605,883 | 30,944 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $687,719 | 29,116 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $1,002,644 | 41,092 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $726,633 | 30,289 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $808,496 | 34,789 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $642,494 | 25,385 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $690,775 | 23,861 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $864,861 | 30,346 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $748,773 | 27,630 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $893,463 | 31,142 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,350,303 | 48,346 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $697,682 | 27,021 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $525,183 | 23,625 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $545,186 | 24,725 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $542,785 | 28,795 | Shares | Sole | 2020-05-05 |