Creative Planning

Q3 2023 13F Holdings

Location
Overland Park, KS
Holdings as of
9/30/2023
Value
$74.9B
Value excl. options
$74.9B
Num holdings
2,902
Date filed
11/16/2023
Form type
13F-HR
Prev filing
7/21/2023
Next filing
2/14/2024
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