Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in WIT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $641,254 225,794
2025-09-30 $573,484 218,055
2025-06-30 $10,966,106 3,631,161
2025-03-31 $9,420,800 3,078,693
2024-12-31 $10,706,287 3,024,375
2024-09-30 $4,332,994 1,337,344
2024-06-30 $1,436 471
2024-03-31 $2,433,698 846,504
2023-12-31 $1,816,476 652,236
2023-09-30 $1,204,152 497,584
2023-06-30 $952,517 403,609
2023-03-31 $550,316 245,130
2022-12-31 $387,917 166,488
2022-09-30 $317,826 134,958
2022-06-30 $147,631 55,605
2022-03-31 $187,977 48,762
2021-12-31 $209,459 42,922
2021-09-30 $260,409 58,983
2021-06-30 $348,490 89,242
2021-03-31 $427,195 134,762
2020-12-31 $505,011 178,765