Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in XPL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $17,500 25,000
2025-09-30 $17,850 25,500
2025-06-30 $16,250 25,000
2025-03-31 $15,000 25,000
2024-12-31 $14,750 25,000
2024-09-30 $17,500 25,000
2024-06-30 $22,250 25,000
2024-03-31 $15,000 25,000
2023-12-31 $14,000 25,000
2023-09-30 $13,500 25,000
2023-06-30 $14,250 25,000
2023-03-31 $16,506 25,010
2022-12-31 $15,506 25,010
2022-09-30 $12,250 25,000
2022-06-30 $14,250 25,000
2021-06-30 $16,750 25,000