Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in WSBC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,742,092 112,578
2025-09-30 $254,162 7,960
2025-06-30 $2,956,803 93,481
2025-03-31 $2,772,406 89,548
2024-12-31 $1,520,886 46,739
2024-09-30 $1,112,252 37,349
2024-06-30 $38,069 1,364
2024-03-31 $800,457 26,852
2023-12-31 $755,922 24,097
2023-09-30 $153,040 6,267
2023-06-30 $160,497 6,267
2023-03-31 $756,263 24,634
2022-12-31 $1,168,494 31,598
2022-09-30 $1,091,032 32,695
2022-06-30 $975,938 30,777
2022-03-31 $1,057,497 30,777
2021-12-31 $1,074,997 30,723
2021-09-30 $828,041 24,297
2021-06-30 $864,846 24,273
2021-03-31 $961,612 26,667
2020-12-31 $996,859 33,273
2020-09-30 $793,481 37,148
2020-06-30 $742,249 36,546
2020-03-31 $776,435 32,761