Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in VC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,361,689 35,349
2025-09-30 $4,834,553 40,335
2025-06-30 $2,929,713 31,401
2025-03-31 $1,580,576 20,363
2024-12-31 $883,739 9,961
2024-09-30 $848,968 8,914
2024-06-30 $506,825 4,750
2024-03-31 $7,409 63
2023-12-31 $380,694 3,048
2023-09-30 $247,007 1,789
2023-03-31 $228,187 1,455