Creative Planning
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 3,934
- Total Value
- 104536811896
- Accession Number
- 0001540235-25-000003
- Form Type
- 13F-HR
- CIK
- 0001540235
- Manager Name
- Creative Planning
Data Enrichment
78% identified3,087 identified847 unidentified
Holdings
3,934 positions
Manager:
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Page 172 of 172
96812F110
Shares:
10500
Value:
$561.0K
82003F200
Shares:
10045
Value:
$300.0K
05072K115
Shares:
14820(+0.0%)
Value:
$222.0K(-40.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $3.4K | QoQ NEW(+$3.4K) YoY NEW(+$3.4K) | |
| 12.1K | All Managers (Combined) | $3.1K | |||
| 35.0K | QoQ NEW(+35.0K) | All Managers (Combined) | $700 | QoQ NEW(+$700) | |
(cusip96812F110)✕ | 10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $561 | QoQ NEW(+$561) YoY NEW(+$561) |
(cusip82003F200)✕ | 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $300 | QoQ NEW(+$300) YoY NEW(+$300) |
(cusip05072K115)✕ | 14.8K | All Managers (Combined) | $222 |