Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in YELP

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,273,354 74,806
2025-09-30 $48,640 1,559
2025-06-30 $116,141 3,389
2025-03-31 $1,101,198 29,738
2024-12-31 $968,467 25,025
2024-09-30 $671,114 19,131
2024-06-30 $233,191 6,311
2024-03-31 $31,992 812
2023-12-31 $483,199 10,207
2023-09-30 $33,771 812
2023-06-30 $207,282 5,693
2022-09-30 $250,662 7,392
2021-03-31 $215,358 5,522