Creative Planning

Q1 2024 13F Holdings

Location
Overland Park, KS
Holdings as of
3/31/2024
Value
$90.2B
Value excl. options
$90.2B
Num holdings
2,915
Date filed
5/13/2024
Form type
13F-HR
Prev filing
2/14/2024
Next filing
8/15/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type