Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in UWMC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,411,717 322,310
2025-09-30 $93,810 15,404
2025-06-30 $503,602 121,643
2025-03-31 $185,274 33,933
2024-12-31 $141,378 24,085
2024-09-30 $417,163 48,963
2024-06-30 $3,139 453
2024-03-31 $92,978 12,807
2023-12-31 $82,975 11,605