Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in YORW

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $905,465 28,438
2025-09-30 $498,309 16,381
2025-06-30 $38,014 1,203
2025-03-31 $470,087 13,555
2024-12-31 $47,967 1,466
2024-03-31 $65,938 1,818
2023-06-30 $211,797 5,132
2022-09-30 $353,863 9,208
2022-06-30 $372,279 9,208
2022-03-31 $414,083 9,208
2021-12-31 $470,769 9,457
2021-09-30 $398,492 9,123
2021-06-30 $408,651 9,021
2021-03-31 $978,910 19,990
2020-12-31 $932,186 20,004
2020-09-30 $844,131 19,970
2020-06-30 $957,761 19,970
2020-03-31 $867,896 19,970