Creative Planning

Q3 2021 13F Detailed Holdings

Location
Overland Park, KS
Holdings as of
9/30/2021
Value
$56.4B
Value excl. options
$56.4B
Num holdings
2,151
Date filed
11/10/2021
Form type
13F-HR
Prev filing
8/4/2021
Next filing
2/11/2022
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None