Creative Planning

Q4 2024 13F Holdings

Location
Overland Park, KS
Holdings as of
12/31/2024
Value
$103B
Value excl. options
$103B
Num holdings
3,582
Date filed
2/14/2025
Form type
13F-HR
Prev filing
10/11/2024
Next filing
5/15/2025
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