Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in WOOF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $109,823 | 39,083 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $132,512 | 34,241 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $85,449 | 30,194 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $97,737 | 32,045 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $163,680 | 42,961 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $201,109 | 44,200 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $155,698 | 41,190 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $113,414 | 49,743 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $41,961 | 13,279 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $409 | 100 | Shares | Sole | 2023-11-16 |
| 2023-03-31 | $154,242 | 17,138 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $225,093 | 23,744 | Shares | Sole | 2023-02-10 |