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 54 of 172
74347X864
Shares:
31882(-41.1%)
Value:
$2.4B(-50.9%)
67092P805
Shares:
73020(+2.5%)
Value:
$2.3B(+8.6%)
639057207
Shares:
194227(+17.2%)
Value:
$2.3B(+37.4%)
00214Q104
Shares:
47739(+16.3%)
Value:
$2.3B(-2.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
630.6K | YoY NEW(+630.6K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) | |
47.4K | All Managers (Combined) | $2.4M | |||
(cusip74347X864)✕ | 31.9K | All Managers (Combined) | $2.4M | ||
131.4K | All Managers (Combined) | $2.4M | |||
59.8K | All Managers (Combined) | $2.3M | |||
22.1K | All Managers (Combined) | $2.3M | |||
10.5K | QoQ +2.37% (-244)YoY +6.17% (-613) | All Managers (Combined) | $2.3M | ||
32.9K | All Managers (Combined) | $2.3M | |||
(cusip67092P805)✕ | 73.0K | All Managers (Combined) | $2.3M | ||
47.6K | All Managers (Combined) | $2.3M | |||
14.7K | All Managers (Combined) | $2.3M | |||
(cusip639057207)✕ | 194.2K | All Managers (Combined) | $2.3M | ||
24.2K | All Managers (Combined) | $2.3M | |||
Docusign, Inc.(DOCUcusip256163106) | 28.2K | All Managers (Combined) | $2.3M | ||
60.2K | All Managers (Combined) | $2.3M | |||
10.6K | All Managers (Combined) | $2.3M | |||
Aegon Ltd.(AEGcusip0076CA104) | 346.1K | All Managers (Combined) | $2.3M | ||
37.9K | All Managers (Combined) | $2.3M | |||
(cusip00214Q104)✕ | 47.7K | All Managers (Combined) | $2.3M | ||
11.1K | All Managers (Combined) | $2.3M |