Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in WS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,180,368 34,095
2025-09-30 $545,834 17,961
2025-06-30 $442,348 14,829
2025-03-31 $370,831 14,640
2024-12-31 $373,630 11,742
2024-09-30 $388,462 11,422
2024-06-30 $377,868 11,327
2024-03-31 $420,914 11,741
2023-12-31 $341,246 12,144