Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in WDS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,866,652 312,165
2025-09-30 $3,572,569 237,380
2025-06-30 $2,776,273 179,927
2025-03-31 $1,688,795 116,549
2024-12-31 $3,402,952 218,138
2024-09-30 $1,700,570 98,641
2024-06-30 $1,034 55
2024-03-31 $24,782 1,241
2023-12-31 $1,050,408 49,806
2023-09-30 $118,639 5,094
2023-06-30 $1,448,446 62,460
2023-03-31 $1,024,288 45,666
2022-12-31 $988,518 40,831
2022-09-30 $779,022 38,642
2022-06-30 $448,922 20,822