Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in UTZ

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $743,010 71,581
2025-09-30 $3,596 296
2025-06-30 $1,506 120
2025-03-31 $150,740 10,706
2024-12-31 $488,027 31,164
2024-09-30 $517,476 29,236
2024-06-30 $8,270 497
2024-03-31 $633,468 34,353
2023-12-31 $375,809 23,141
2020-09-30 $200,497 11,201