Creative Planning

Q1 2023 13F Holdings

Location
Overland Park, KS
Holdings as of
3/31/2023
Value
$69.4B
Value excl. options
$69.4B
Num holdings
2,647
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/10/2023
Next filing
7/21/2023
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