Creative Planning

CIK
1540235
City
OVERLAND PARK
State / Country
KS

Top Portfolio Positions

2,999 positions · $36,571,560,216 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

41 quarters · across all stocks

Holdings in VNRX

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,566 12,834
2025-12-31 $3,336 12,834
2025-09-30 $6,838 10,056
2025-06-30 $7,642 10,056
2025-03-31 $5,731 10,056
2024-12-31 $13,926 23,211
2022-12-31 $31,908 13,131
2021-12-31 $50,742 16,160
2021-09-30 $50,096 16,160
2021-06-30 $53,166 16,160
2021-03-31 $73,180 19,360
2020-12-31 $75,310 19,360
2020-09-30 $56,996 17,756
2020-06-30 $59,128 15,200
2020-03-31 $47,272 15,200