Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in ZD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,359,057 67,114
2025-09-30 $1,071,181 28,115
2025-06-30 $22,339 738
2025-03-31 $342,729 9,120
2024-12-31 $501,123 9,222
2024-09-30 $649,464 13,347
2024-06-30 $715 13
2024-03-31 $5,484 87
2023-12-31 $238,389 3,548